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
2001
$28.2M ﹤0.01%
329,946
-15,434
2002
$28.2M ﹤0.01%
7,521,760
+1,480,364
2003
$28.2M ﹤0.01%
588,203
+320,602
2004
$28.2M ﹤0.01%
1,723,098
+575,501
2005
$28.1M ﹤0.01%
725,873
-114,833
2006
$28.1M ﹤0.01%
3,231,660
+780,379
2007
$28M ﹤0.01%
1,137,001
+318,105
2008
$28M ﹤0.01%
1,550,744
+446,452
2009
$28M ﹤0.01%
3,833,347
-86,900
2010
$28M ﹤0.01%
911,943
+69,405
2011
$27.9M ﹤0.01%
2,178,211
+34,541
2012
$27.9M ﹤0.01%
733,732
+420,490
2013
$27.7M ﹤0.01%
1,035,316
+36,085
2014
$27.6M ﹤0.01%
484,207
+32,937
2015
$27.6M ﹤0.01%
1,637,452
-82,408
2016
$27.6M ﹤0.01%
950,922
-389,437
2017
$27.6M ﹤0.01%
321,257
+42,030
2018
$27.5M ﹤0.01%
2,258,125
-143,125
2019
$27.5M ﹤0.01%
1,022,798
-379,790
2020
$27.5M ﹤0.01%
711,270
+69,650
2021
$27.5M ﹤0.01%
2,428,694
+418,997
2022
$27.5M ﹤0.01%
601,644
+38,985
2023
$27.5M ﹤0.01%
187,814
+77,971
2024
$27.4M ﹤0.01%
1,203,160
+230,792
2025
$27.4M ﹤0.01%
887,924
+399,135
79 80
81
82 83