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
1751
$37.1M ﹤0.01%
351,410
-53,595
1752
$37.1M ﹤0.01%
862,397
+1,850
1753
$37.1M ﹤0.01%
2,312,117
+1,009,945
1754
$37.1M ﹤0.01%
971,740
+468,985
1755
$37.1M ﹤0.01%
873,706
+96,860
1756
$37M ﹤0.01%
1,032,059
+35,230
1757
$37M ﹤0.01%
2,209,306
+452,510
1758
$36.9M ﹤0.01%
1,560,364
+95,430
1759
$36.8M ﹤0.01%
111,438
+30,076
1760
$36.8M ﹤0.01%
477,256
-122,275
1761
$36.8M ﹤0.01%
708,945
+235,732
1762
$36.8M ﹤0.01%
1,893,907
-81,326
1763
$36.7M ﹤0.01%
1,338,832
+89,320
1764
$36.7M ﹤0.01%
1,511,270
+324,220
1765
$36.7M ﹤0.01%
1,599,631
+79,345
1766
$36.7M ﹤0.01%
2,092,741
-29,220
1767
$36.6M ﹤0.01%
420,268
-262,150
1768
$36.6M ﹤0.01%
419,650
+7,362
1769
$36.6M ﹤0.01%
3,243,084
+120,557
1770
$36.6M ﹤0.01%
2,939,897
+100,672
1771
$36.5M ﹤0.01%
537,866
+176,095
1772
$36.5M ﹤0.01%
529,873
-70,789
1773
$36.5M ﹤0.01%
2,415,018
-468,206
1774
$36.3M ﹤0.01%
974,253
+952,230
1775
$36.2M ﹤0.01%
4,022,390
-534,160
69 70
71
72 73