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
1826
$34.7M ﹤0.01%
342,051
+22,583
1827
$34.6M ﹤0.01%
1,397,043
+193,166
1828
$34.6M ﹤0.01%
1,541,060
+9,939
1829
$34.5M ﹤0.01%
2,645,400
+1,592,258
1830
$34.5M ﹤0.01%
1,618,850
+23,734
1831
$34.4M ﹤0.01%
1,151,528
+160
1832
$34.4M ﹤0.01%
695,511
-1,457,414
1833
$34.3M ﹤0.01%
599,878
+21,601
1834
$34.2M ﹤0.01%
3,398,622
+188,683
1835
$34.2M ﹤0.01%
3,346,220
+879,674
1836
$34.2M ﹤0.01%
1,409,865
+639,899
1837
$34.1M ﹤0.01%
1,047,651
+168,521
1838
$34.1M ﹤0.01%
1,349,634
+464,142
1839
$34.1M ﹤0.01%
390,643
+185,824
1840
$34.1M ﹤0.01%
586,192
-1,036
1841
$34.1M ﹤0.01%
1,659,298
+183,214
1842
$34.1M ﹤0.01%
609,225
-955
1843
$34M ﹤0.01%
1,948,756
-937,775
1844
$34M ﹤0.01%
644,337
+81,147
1845
$34M ﹤0.01%
3,204,425
-491,856
1846
$34M ﹤0.01%
572,733
-37,505
1847
$33.9M ﹤0.01%
1,169,510
-479,240
1848
$33.9M ﹤0.01%
491,425
+139,234
1849
$33.8M ﹤0.01%
1,209,188
+274,683
1850
$33.7M ﹤0.01%
2,741,550
-192,310
72 73
74
75 76