Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$880B
AUM Growth
+$147B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,245
New
Increased
Reduced
Closed

Top Buys

1
+$3.51B
2
+$3.37B
3
+$1.74B
4
AMZN icon
Amazon
AMZN
+$1.74B
5
LLY icon
Eli Lilly
LLY
+$1.35B

Top Sells

1
+$2.79B
2
+$1.75B
3
+$702M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$612M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$576M

Sector Composition

1 Technology 17.33%
2 Healthcare 12.11%
3 Financials 10.61%
4 Consumer Discretionary 8.09%
5 Industrials 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1576
$45.5M 0.01%
574,933
-12,899
1577
$45.5M 0.01%
1,628,159
+110,070
1578
$45.3M 0.01%
2,291,231
+269,436
1579
$45.1M 0.01%
1,270,591
-290,430
1580
$45.1M 0.01%
1,908,458
-271,007
1581
$45.1M 0.01%
572,366
+137,502
1582
$45.1M 0.01%
1,418,230
+34,625
1583
$45M 0.01%
1,378,672
+681,473
1584
$45M 0.01%
972,332
+108,162
1585
$44.9M 0.01%
3,331,438
-32,496
1586
$44.9M 0.01%
480,062
+28,721
1587
$44.8M 0.01%
1,720,399
-294,414
1588
$44.8M 0.01%
2,497,512
+388,071
1589
$44.8M 0.01%
1,234,789
+14,657
1590
$44.7M 0.01%
1,473,176
+308,236
1591
$44.6M 0.01%
2,142,677
+1,407,001
1592
$44.5M 0.01%
892,046
-19,366
1593
$44.3M 0.01%
260,489
+12,098
1594
$44.3M 0.01%
646,120
-621,936
1595
$44.2M 0.01%
384,496
+136,130
1596
$44.2M 0.01%
2,105,805
+504,129
1597
$44.2M 0.01%
939,086
+112,054
1598
$44.2M 0.01%
1,069,514
+9,804
1599
$44.2M 0.01%
4,802,317
+580,744
1600
$44.2M 0.01%
950,710
+211,710
62 63
64
65 66