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
2026
$27.4M ﹤0.01%
344,988
+59,916
2027
$27.4M ﹤0.01%
341,988
+33,495
2028
$27.3M ﹤0.01%
861,936
+9,248
2029
$27.3M ﹤0.01%
4,885,641
+154,002
2030
$27.3M ﹤0.01%
1,176,287
+420,759
2031
$27.2M ﹤0.01%
594,975
-8,118
2032
$27.1M ﹤0.01%
2,613,049
-29,481
2033
$27.1M ﹤0.01%
1,249,537
+45,960
2034
$27.1M ﹤0.01%
272,558
+1,285
2035
$27.1M ﹤0.01%
1,026,960
-461,279
2036
$27M ﹤0.01%
328,890
-94,870
2037
$27M ﹤0.01%
411,771
+24,988
2038
$27M ﹤0.01%
4,765,264
-569,329
2039
$27M ﹤0.01%
2,912,115
+625,151
2040
$27M ﹤0.01%
836,685
-1,712,733
2041
$27M ﹤0.01%
837,641
-69,376
2042
$26.9M ﹤0.01%
772,812
-247,425
2043
$26.8M ﹤0.01%
1,423,795
+245,672
2044
$26.7M ﹤0.01%
22,096,565
-109,941
2045
$26.7M ﹤0.01%
1,101,395
+818,668
2046
$26.6M ﹤0.01%
339,542
+108,411
2047
$26.6M ﹤0.01%
489,061
-502,339
2048
$26.6M ﹤0.01%
409,595
+289,066
2049
$26.6M ﹤0.01%
500,513
-1,214
2050
$26.6M ﹤0.01%
2,438,517
+210,942
80 81
82
83 84