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
1801
$35.5M ﹤0.01%
437,163
+118,381
1802
$35.4M ﹤0.01%
510,165
-18,539
1803
$35.4M ﹤0.01%
2,369,344
+2,027,003
1804
$35.4M ﹤0.01%
799,247
+620,838
1805
$35.4M ﹤0.01%
936,709
+240,171
1806
$35.4M ﹤0.01%
3,471,481
+311,613
1807
$35.4M ﹤0.01%
966,413
-21,510
1808
$35.3M ﹤0.01%
809,206
+297,021
1809
$35.3M ﹤0.01%
1,154,123
-205,300
1810
$35.3M ﹤0.01%
1,109,847
+518,555
1811
$35.3M ﹤0.01%
1,479,642
+194,462
1812
$35.3M ﹤0.01%
1,509,866
+244,814
1813
$35.2M ﹤0.01%
713,631
+65,046
1814
$35.2M ﹤0.01%
716,341
+13,803
1815
$35.2M ﹤0.01%
334,048
+85,689
1816
$35.2M ﹤0.01%
1,843,842
+78,138
1817
$35.2M ﹤0.01%
517,061
-8,299
1818
$35.1M ﹤0.01%
892,403
+411,993
1819
$35M ﹤0.01%
1,276,560
+455,873
1820
$34.9M ﹤0.01%
1,169,298
-62,880
1821
$34.8M ﹤0.01%
169,644
+13,191
1822
$34.8M ﹤0.01%
407,852
+33,473
1823
$34.7M ﹤0.01%
2,325,996
-80,637
1824
$34.7M ﹤0.01%
7,544,069
+3,823,987
1825
$34.7M ﹤0.01%
580,743
+280,567
71 72
73
74 75