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

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
2051
$26.6M ﹤0.01%
5,363,027
-16,105
2052
$26.5M ﹤0.01%
2,190,000
-139,089
2053
$26.5M ﹤0.01%
1,642,514
+42,386
2054
$26.5M ﹤0.01%
1,515,117
+48,181
2055
$26.5M ﹤0.01%
341,523
-73,674
2056
$26.5M ﹤0.01%
446,403
+28,285
2057
$26.4M ﹤0.01%
690,198
+98,329
2058
$26.4M ﹤0.01%
2,075,793
+46,074
2059
$26.4M ﹤0.01%
875,650
-47,791
2060
$26.3M ﹤0.01%
385,328
+104,675
2061
$26.3M ﹤0.01%
2,169,282
+199,616
2062
$26.2M ﹤0.01%
1,286,359
-256,757
2063
$26.2M ﹤0.01%
640,435
-138,584
2064
$26.2M ﹤0.01%
2,241,232
-155,493
2065
$26.2M ﹤0.01%
1,467,245
+264,868
2066
$26.1M ﹤0.01%
1,826,118
+522,612
2067
$26.1M ﹤0.01%
332,055
+83,843
2068
$26.1M ﹤0.01%
2,315,291
+211,930
2069
$26.1M ﹤0.01%
523,918
+209,513
2070
$26.1M ﹤0.01%
156,012
-12,806
2071
$26.1M ﹤0.01%
456,032
-16,245
2072
$26.1M ﹤0.01%
494,737
+83,527
2073
$26.1M ﹤0.01%
846,399
+113,898
2074
$26.1M ﹤0.01%
1,228,326
-714,718
2075
$26.1M ﹤0.01%
1,056,571
+41,110