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
2551
$45.7M ﹤0.01%
2,029,144
+807,367
2552
$45.6M ﹤0.01%
7,145,176
+3,457,254
2553
$45.6M ﹤0.01%
624,466
+182,961
2554
$45.5M ﹤0.01%
1,814,608
+622,428
2555
$45.5M ﹤0.01%
3,770,260
+2,231,320
2556
$45.5M ﹤0.01%
2,139,640
+1,289,544
2557
$45.5M ﹤0.01%
3,159,240
+2,103,613
2558
$45.5M ﹤0.01%
4,102,540
+1,772,288
2559
$45.4M ﹤0.01%
2,061,882
+1,391,200
2560
$45.3M ﹤0.01%
4,133,986
+2,389,538
2561
$45.3M ﹤0.01%
859,856
+491,120
2562
$45.2M ﹤0.01%
1,913,890
+1,406,419
2563
$45.2M ﹤0.01%
1,294,394
+606,217
2564
$45.1M ﹤0.01%
876,674
+481,825
2565
$45M ﹤0.01%
637,772
+325,414
2566
$45M ﹤0.01%
801,260
+584,942
2567
$45M ﹤0.01%
561,344
+348,848
2568
$45M ﹤0.01%
2,167,642
+962,359
2569
$44.9M ﹤0.01%
5,363,684
+3,835,579
2570
$44.9M ﹤0.01%
3,858,200
+42,951
2571
$44.9M ﹤0.01%
417,358
+247,565
2572
$44.8M ﹤0.01%
3,639,022
+1,046,971
2573
$44.8M ﹤0.01%
1,063,006
+724,123
2574
$44.7M ﹤0.01%
774,418
+414,024
2575
$44.7M ﹤0.01%
1,455,440
+709,366
101 102
103
104 105