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
1601
$44.2M 0.01%
1,102,460
+140,783
1602
$44.1M 0.01%
1,790,277
-982,256
1603
$44.1M 0.01%
2,927,424
-457,617
1604
$44M 0.01%
1,291,942
+89,890
1605
$44M 0.01%
2,513,899
+240,344
1606
$43.9M 0.01%
755,805
+70,231
1607
$43.9M 0.01%
1,391,069
-29,305
1608
$43.8M 0.01%
357,702
+287,863
1609
$43.8M 0.01%
263,735
+234,712
1610
$43.8M 0.01%
37,482
+4,254
1611
$43.8M 0.01%
5,573,380
+314,405
1612
$43.8M 0.01%
889,502
+69,718
1613
$43.8M 0.01%
9,430,913
-1,485,630
1614
$43.7M 0.01%
3,884,757
-375,222
1615
$43.7M 0.01%
2,744,738
-326,375
1616
$43.7M 0.01%
410,365
+260,016
1617
$43.5M ﹤0.01%
6,530,843
+14,424
1618
$43.4M ﹤0.01%
543,829
+115,073
1619
$43.3M ﹤0.01%
807,024
-119,446
1620
$43.1M ﹤0.01%
1,038,506
+112,054
1621
$43.1M ﹤0.01%
479,218
-282,655
1622
$43M ﹤0.01%
3,137,707
-249,095
1623
$43M ﹤0.01%
1,299,397
+125,614
1624
$43M ﹤0.01%
662,701
-82,983
1625
$42.9M ﹤0.01%
829,169
+225,391
63 64
65
66 67