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
2576
$44.7M ﹤0.01%
4,150,350
+3,393,244
2577
$44.6M ﹤0.01%
21,128,534
+19,763,502
2578
$44.5M ﹤0.01%
2,028,904
+1,504,639
2579
$44.5M ﹤0.01%
1,468,952
+706,947
2580
$44.5M ﹤0.01%
1,941,058
+1,225,888
2581
$44.4M ﹤0.01%
866,542
+764,246
2582
$44.4M ﹤0.01%
3,675,784
+1,693,692
2583
$44.4M ﹤0.01%
3,868,246
+1,756,720
2584
$44.4M ﹤0.01%
6,400,532
+4,753,131
2585
$44.3M ﹤0.01%
5,196,718
+3,943,366
2586
$44.2M ﹤0.01%
1,337,450
+704,228
2587
$44.1M ﹤0.01%
1,386,175
+688,973
2588
$44M ﹤0.01%
328,166
+200,124
2589
$44M ﹤0.01%
653,624
+439,496
2590
$44M ﹤0.01%
303,114
+154,964
2591
$44M ﹤0.01%
126,806
+72,438
2592
$43.9M ﹤0.01%
1,436,782
+150,484
2593
$43.8M ﹤0.01%
2,058,352
+1,065,296
2594
$43.8M ﹤0.01%
2,393,592
+1,308,795
2595
$43.7M ﹤0.01%
726,212
+394,501
2596
$43.7M ﹤0.01%
2,333,262
+1,130,277
2597
$43.7M ﹤0.01%
529,878
+287,555
2598
$43.6M ﹤0.01%
1,377,172
+624,016
2599
$43.5M ﹤0.01%
1,170,026
+901,104
2600
$43.5M ﹤0.01%
994,882
+711,728
102 103
104
105 106