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
2301
$20.7M ﹤0.01%
1,933,603
-18,721
2302
$20.7M ﹤0.01%
43,726
-15,447
2303
$20.7M ﹤0.01%
1,056,890
+142,899
2304
$20.7M ﹤0.01%
327,632
+28,569
2305
$20.7M ﹤0.01%
331,326
-66,501
2306
$20.7M ﹤0.01%
1,113,110
+57,648
2307
$20.7M ﹤0.01%
734,368
+91,915
2308
$20.7M ﹤0.01%
5,236,285
+750,319
2309
$20.7M ﹤0.01%
988,162
+30,262
2310
$20.7M ﹤0.01%
749,633
-19,194
2311
$20.6M ﹤0.01%
507,793
-78,051
2312
$20.6M ﹤0.01%
1,041,565
-100,056
2313
$20.6M ﹤0.01%
930,572
-148,389
2314
$20.6M ﹤0.01%
392,622
+64,149
2315
$20.5M ﹤0.01%
332,887
-35,689
2316
$20.5M ﹤0.01%
2,824,030
-1,441,008
2317
$20.5M ﹤0.01%
603,358
+294,778
2318
$20.5M ﹤0.01%
1,005,882
-197,101
2319
$20.5M ﹤0.01%
1,199,521
-1,140,992
2320
$20.4M ﹤0.01%
324,341
+14,022
2321
$20.4M ﹤0.01%
1,270,738
-212,510
2322
$20.4M ﹤0.01%
1,055,034
+39,761
2323
$20.4M ﹤0.01%
465,529
-1,074,179
2324
$20.4M ﹤0.01%
1,361,909
+443,570
2325
$20.3M ﹤0.01%
295,524
+175,439
91 92
93
94 95