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
1726
$38.4M ﹤0.01%
2,270,133
-835,173
1727
$38.4M ﹤0.01%
1,129,145
+13,354
1728
$38.3M ﹤0.01%
2,921,261
-574,504
1729
$38.3M ﹤0.01%
831,082
-127,544
1730
$38.3M ﹤0.01%
3,222,506
-96,554
1731
$38.2M ﹤0.01%
465,260
+53,473
1732
$38.2M ﹤0.01%
1,296,374
+88,218
1733
$38.2M ﹤0.01%
602,054
-24,842
1734
$38.2M ﹤0.01%
1,894,870
-192,193
1735
$38.1M ﹤0.01%
8,824,501
+6,925,737
1736
$37.9M ﹤0.01%
195,241
+38,291
1737
$37.7M ﹤0.01%
1,515,535
-54,796
1738
$37.7M ﹤0.01%
1,803,289
-37,690
1739
$37.7M ﹤0.01%
2,869,666
+214,996
1740
$37.6M ﹤0.01%
731,054
+226,273
1741
$37.5M ﹤0.01%
276,768
+91,350
1742
$37.4M ﹤0.01%
641,135
+22,270
1743
$37.4M ﹤0.01%
1,776,819
+185,236
1744
$37.3M ﹤0.01%
1,170,017
+67,767
1745
$37.3M ﹤0.01%
1,012,867
+273,007
1746
$37.2M ﹤0.01%
298,523
-190,822
1747
$37.2M ﹤0.01%
1,497,002
-306,631
1748
$37.2M ﹤0.01%
575,197
-25,972
1749
$37.2M ﹤0.01%
1,061,867
+127,459
1750
$37.1M ﹤0.01%
1,416,647
+128,629
68 69
70
71 72