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
2501
$47.9M ﹤0.01%
1,479,460
+855,183
2502
$47.9M ﹤0.01%
10,047,986
+4,896,572
2503
$47.9M ﹤0.01%
525,560
+286,875
2504
$47.9M ﹤0.01%
302,278
+155,737
2505
$47.8M ﹤0.01%
3,270,898
+2,045,430
2506
$47.7M ﹤0.01%
1,851,806
+974,960
2507
$47.7M ﹤0.01%
223,484
+107,212
2508
$47.6M ﹤0.01%
5,697,874
+2,171,574
2509
$47.6M ﹤0.01%
2,066,262
+1,431,102
2510
$47.5M ﹤0.01%
1,086,968
-15,167
2511
$47.3M ﹤0.01%
992,574
+603,572
2512
$47.2M ﹤0.01%
865,870
+365,987
2513
$47.2M ﹤0.01%
4,339,656
+3,580,200
2514
$47.1M ﹤0.01%
1,437,434
+142,825
2515
$47.1M ﹤0.01%
25,883,838
+7,654,615
2516
$47.1M ﹤0.01%
1,135,442
+400,130
2517
$47M ﹤0.01%
3,045,472
+1,589,768
2518
$47M ﹤0.01%
2,329,880
+1,341,110
2519
$47M ﹤0.01%
3,246,940
+1,392,942
2520
$46.9M ﹤0.01%
943,588
+566,235
2521
$46.9M ﹤0.01%
2,172,650
+1,298,884
2522
$46.8M ﹤0.01%
3,474,608
+1,754,075
2523
$46.8M ﹤0.01%
3,162,246
+1,951,052
2524
$46.8M ﹤0.01%
895,104
+426,206
2525
$46.7M ﹤0.01%
16,930,958
+8,465,479
99 100
101
102 103