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
2201
$22.9M ﹤0.01%
717,997
-389,142
2202
$22.9M ﹤0.01%
2,431,550
+2,203,115
2203
$22.8M ﹤0.01%
1,688,997
+42,798
2204
$22.8M ﹤0.01%
518,512
+20,324
2205
$22.7M ﹤0.01%
1,024,852
+944,272
2206
$22.7M ﹤0.01%
4,297,983
+12,286
2207
$22.7M ﹤0.01%
1,826,236
-242,708
2208
$22.7M ﹤0.01%
3,087,494
+169,253
2209
$22.7M ﹤0.01%
697,119
+238,937
2210
$22.6M ﹤0.01%
2,453,686
-158,356
2211
$22.6M ﹤0.01%
310,984
-36,442
2212
$22.6M ﹤0.01%
432,933
-37,319
2213
$22.6M ﹤0.01%
348,962
+58,352
2214
$22.5M ﹤0.01%
4,766,177
-29,096,680
2215
$22.5M ﹤0.01%
599,592
+235,315
2216
$22.5M ﹤0.01%
211,796
-7,300
2217
$22.5M ﹤0.01%
962,442
+235,552
2218
$22.5M ﹤0.01%
388,888
-10,899
2219
$22.4M ﹤0.01%
212,375
+10,933
2220
$22.4M ﹤0.01%
1,050,162
+553,857
2221
$22.4M ﹤0.01%
1,418,925
+30,401
2222
$22.4M ﹤0.01%
2,246,754
+17,475
2223
$22.3M ﹤0.01%
2,040,335
-61,052
2224
$22.3M ﹤0.01%
326,348
-79,110
2225
$22.3M ﹤0.01%
697,810
+23,776
87 88
89
90 91