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
2076
$26.1M ﹤0.01%
730,443
+214,709
2077
$26M ﹤0.01%
326,198
+89,205
2078
$26M ﹤0.01%
676,856
-47,910
2079
$26M ﹤0.01%
448,868
+653
2080
$26M ﹤0.01%
1,366,760
+217,825
2081
$26M ﹤0.01%
1,083,907
+30,961
2082
$25.9M ﹤0.01%
702,270
+5,805
2083
$25.9M ﹤0.01%
565,289
-48,759
2084
$25.9M ﹤0.01%
1,895,903
-518,573
2085
$25.9M ﹤0.01%
864,143
+724,798
2086
$25.9M ﹤0.01%
777,796
+521,220
2087
$25.8M ﹤0.01%
357,241
+100,503
2088
$25.8M ﹤0.01%
905,420
-491,637
2089
$25.7M ﹤0.01%
271,841
+6,804
2090
$25.7M ﹤0.01%
355,908
-349,236
2091
$25.7M ﹤0.01%
504,396
+204,774
2092
$25.7M ﹤0.01%
2,116,563
+550,607
2093
$25.7M ﹤0.01%
528,700
-80,570
2094
$25.6M ﹤0.01%
1,916,600
-49,593
2095
$25.6M ﹤0.01%
704,177
-32,901
2096
$25.6M ﹤0.01%
1,715,328
-92,498
2097
$25.6M ﹤0.01%
839,501
-41,462
2098
$25.6M ﹤0.01%
1,170,726
+18,225
2099
$25.5M ﹤0.01%
209,216
+141,425
2100
$25.5M ﹤0.01%
1,759,221
-331,712
82 83
84
85 86