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
2276
$21.2M ﹤0.01%
+424,791
2277
$21.2M ﹤0.01%
2,013,142
+1,089,935
2278
$21.2M ﹤0.01%
626,114
+29,256
2279
$21.2M ﹤0.01%
513,927
-202,265
2280
$21.1M ﹤0.01%
4,255,220
-488,254
2281
$21M ﹤0.01%
1,248,424
+321,688
2282
$21M ﹤0.01%
2,023,619
+225,920
2283
$21M ﹤0.01%
728,430
+180,104
2284
$21M ﹤0.01%
550,993
+12,419
2285
$20.9M ﹤0.01%
873,555
-397,971
2286
$20.9M ﹤0.01%
591,079
+336,645
2287
$20.9M ﹤0.01%
3,673,305
-19,640
2288
$20.9M ﹤0.01%
1,150,024
+516,212
2289
$20.9M ﹤0.01%
203,277
-10,445
2290
$20.9M ﹤0.01%
225,794
+5,727
2291
$20.9M ﹤0.01%
349,869
+263,957
2292
$20.9M ﹤0.01%
1,496,154
-77,977
2293
$20.9M ﹤0.01%
600,554
+215,771
2294
$20.8M ﹤0.01%
1,306,230
-7,983
2295
$20.8M ﹤0.01%
866,268
-612,587
2296
$20.8M ﹤0.01%
937,322
+20,515
2297
$20.8M ﹤0.01%
1,806,530
+37,024
2298
$20.8M ﹤0.01%
1,288,609
+92,015
2299
$20.8M ﹤0.01%
1,516,172
-161,480
2300
$20.8M ﹤0.01%
6,792,916
+57,089
90 91
92
93 94