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
1876
$32.8M ﹤0.01%
387,214
+123,382
1877
$32.8M ﹤0.01%
793,660
+27,164
1878
$32.8M ﹤0.01%
1,827,130
-240,319
1879
$32.8M ﹤0.01%
629,173
+988
1880
$32.7M ﹤0.01%
5,063,093
-1,137,767
1881
$32.6M ﹤0.01%
399,236
-273,198
1882
$32.6M ﹤0.01%
344,048
-8,132
1883
$32.5M ﹤0.01%
630,262
+17,211
1884
$32.5M ﹤0.01%
341,699
+98,723
1885
$32.5M ﹤0.01%
661,300
+50,827
1886
$32.5M ﹤0.01%
761,750
+25,380
1887
$32.5M ﹤0.01%
598,087
+93,427
1888
$32.4M ﹤0.01%
649,765
+135,676
1889
$32.4M ﹤0.01%
1,458,572
-563,001
1890
$32.3M ﹤0.01%
206,701
-151,514
1891
$32.3M ﹤0.01%
3,785,814
+824,745
1892
$32.3M ﹤0.01%
1,737,403
+173,258
1893
$32.2M ﹤0.01%
1,410,428
-73,851
1894
$32.2M ﹤0.01%
361,127
+62,825
1895
$32.2M ﹤0.01%
767,614
+95,110
1896
$32.2M ﹤0.01%
627,928
+42,495
1897
$32.1M ﹤0.01%
726,328
+84,285
1898
$32.1M ﹤0.01%
2,893,944
+224,571
1899
$32.1M ﹤0.01%
4,759,797
+1,303,262
1900
$32M ﹤0.01%
170,299
+31,465
74 75
76
77 78