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
2101
$25.4M ﹤0.01%
179,359
+36,228
2102
$25.4M ﹤0.01%
634,470
+81,687
2103
$25.4M ﹤0.01%
649,104
+127,984
2104
$25.4M ﹤0.01%
3,098,714
+695,254
2105
$25.3M ﹤0.01%
449,357
+11,180
2106
$25.3M ﹤0.01%
999,185
+462,494
2107
$25.3M ﹤0.01%
1,522,901
+159,317
2108
$25.3M ﹤0.01%
531,470
-34,048
2109
$25.2M ﹤0.01%
2,240,207
-715,320
2110
$25.2M ﹤0.01%
465,128
+192,514
2111
$25.2M ﹤0.01%
358,433
-28,726
2112
$25.2M ﹤0.01%
1,711,423
-1,196,512
2113
$25.2M ﹤0.01%
4,310,511
-650,702
2114
$25.2M ﹤0.01%
1,301,392
-154,184
2115
$25.1M ﹤0.01%
1,108,071
+44,161
2116
$25.1M ﹤0.01%
386,592
-8,456
2117
$25.1M ﹤0.01%
2,045,265
+782,028
2118
$25.1M ﹤0.01%
417,290
-25,026
2119
$25.1M ﹤0.01%
1,054,070
-150,022
2120
$25M ﹤0.01%
1,522,361
+67,721
2121
$25M ﹤0.01%
243,147
+35,515
2122
$25M ﹤0.01%
2,489,717
-422,113
2123
$25M ﹤0.01%
513,786
+86,531
2124
$25M ﹤0.01%
366,632
-28,321
2125
$24.9M ﹤0.01%
2,500,460
-394,976
83 84
85
86 87