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
2226
$22.3M ﹤0.01%
247,067
+19,968
2227
$22.3M ﹤0.01%
423,686
+298,250
2228
$22.3M ﹤0.01%
616,287
-22,567
2229
$22.3M ﹤0.01%
479,172
+51,921
2230
$22.3M ﹤0.01%
356,023
+90,287
2231
$22.3M ﹤0.01%
851,833
+81,812
2232
$22.3M ﹤0.01%
2,025,197
-209,114
2233
$22.3M ﹤0.01%
444,198
-5,931
2234
$22.2M ﹤0.01%
737,356
-183,480
2235
$22.2M ﹤0.01%
805,600
+282,494
2236
$22.2M ﹤0.01%
143,059
-4,295
2237
$22.1M ﹤0.01%
409,991
-102,558
2238
$22.1M ﹤0.01%
419,623
+982
2239
$22M ﹤0.01%
112,203
-33,941
2240
$22M ﹤0.01%
1,084,824
-71,172
2241
$22M ﹤0.01%
202,579
+43,943
2242
$22M ﹤0.01%
575,877
+31,429
2243
$22M ﹤0.01%
444,728
+115,828
2244
$22M ﹤0.01%
296,453
+20,433
2245
$22M ﹤0.01%
1,198,982
-22,634
2246
$21.9M ﹤0.01%
1,197,631
-31,119
2247
$21.9M ﹤0.01%
239,761
+17,813
2248
$21.9M ﹤0.01%
377,448
-57,338
2249
$21.8M ﹤0.01%
396,316
+73,534
2250
$21.8M ﹤0.01%
533,597
+11,407
88 89
90
91 92