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
$2.27T
AUM Growth
+$1.29T
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,138
New
Increased
Reduced
Closed

Top Buys

1
+$46.9B
2
+$44.1B
3
+$25.5B
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$20.5B
5
NVDA icon
NVIDIA
NVDA
+$16.5B

Top Sells

1
+$1.03B
2
+$830M
3
+$329M
4
VMW
VMware, Inc
VMW
+$270M
5
SGEN
Seagen Inc. Common Stock
SGEN
+$211M

Sector Composition

1 Technology 21.46%
2 Financials 10.26%
3 Healthcare 9.92%
4 Consumer Discretionary 9.08%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$49.1M ﹤0.01%
1,816,694
+1,343,637
2477
$49.1M ﹤0.01%
3,761,674
+2,106,879
2478
$49M ﹤0.01%
800,000
+400,000
2479
$49M ﹤0.01%
8,565,110
+5,094,045
2480
$49M ﹤0.01%
2,627,192
+1,114,615
2481
$48.9M ﹤0.01%
941,835
+27,838
2482
$48.9M ﹤0.01%
1,701,600
+1,281,579
2483
$48.9M ﹤0.01%
933,052
+600,326
2484
$48.7M ﹤0.01%
1,060,350
+706,731
2485
$48.7M ﹤0.01%
1,784,186
+773,723
2486
$48.7M ﹤0.01%
912,604
+317,757
2487
$48.7M ﹤0.01%
2,188,600
+1,455,694
2488
$48.6M ﹤0.01%
949,804
+641,048
2489
$48.6M ﹤0.01%
1,204,682
+236,877
2490
$48.6M ﹤0.01%
511,362
+274,539
2491
$48.6M ﹤0.01%
7,898,110
+5,927,067
2492
$48.5M ﹤0.01%
2,416,574
+1,215,630
2493
$48.5M ﹤0.01%
1,332,722
+763,254
2494
$48.4M ﹤0.01%
1,947,376
+550,204
2495
$48.4M ﹤0.01%
1,690,520
+502,391
2496
$48.3M ﹤0.01%
970,352
+525,258
2497
$48M ﹤0.01%
584,684
+162,915
2498
$48M ﹤0.01%
804,000
+402,000
2499
$48M ﹤0.01%
629,522
+278,121
2500
$47.9M ﹤0.01%
2,643,110
+1,233,008
98 99
100
101 102