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
2426
$18.3M ﹤0.01%
251,350
+36,829
2427
$18.3M ﹤0.01%
627,936
+21,043
2428
$18.3M ﹤0.01%
1,779,394
+685,214
2429
$18.3M ﹤0.01%
6,720,763
+602,414
2430
$18.2M ﹤0.01%
154,420
-12,355
2431
$18.2M ﹤0.01%
2,426,850
-181,941
2432
$18.2M ﹤0.01%
889,304
+345,998
2433
$18.2M ﹤0.01%
823,910
-59,035
2434
$18.2M ﹤0.01%
160,080
-7,601
2435
$18.1M ﹤0.01%
943,511
-46,825
2436
$18.1M ﹤0.01%
2,150,505
+296,682
2437
$18.1M ﹤0.01%
267,748
-223,563
2438
$18.1M ﹤0.01%
1,363,596
-588,170
2439
$18.1M ﹤0.01%
731,484
+22,084
2440
$18M ﹤0.01%
1,612,534
+869,746
2441
$18M ﹤0.01%
482,356
+176
2442
$18M ﹤0.01%
270,501
+101,644
2443
$18M ﹤0.01%
3,543,730
+2,970,160
2444
$18M ﹤0.01%
356,281
-27,879
2445
$17.9M ﹤0.01%
2,066,597
-630,656
2446
$17.9M ﹤0.01%
2,048,714
-2,482,699
2447
$17.9M ﹤0.01%
2,671,987
+609,759
2448
$17.9M ﹤0.01%
484,469
+215,399
2449
$17.9M ﹤0.01%
697,482
+31,678
2450
$17.9M ﹤0.01%
4,738,176
+528,272
96 97
98
99 100