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
2751
$37.3M ﹤0.01%
1,276,100
+1,040,337
2752
$37.3M ﹤0.01%
10,298,548
+7,614,544
2753
$37.2M ﹤0.01%
416,846
+204,917
2754
$37.2M ﹤0.01%
1,095,910
+1,045,264
2755
$37.2M ﹤0.01%
2,058,450
+436,701
2756
$37.2M ﹤0.01%
533,256
+250,143
2757
$37.2M ﹤0.01%
697,144
+324,537
2758
$37.1M ﹤0.01%
860,904
+324,993
2759
$37.1M ﹤0.01%
842,144
+447,473
2760
$37M ﹤0.01%
813,766
+136,130
2761
$37M ﹤0.01%
426,350
+181,253
2762
$37M ﹤0.01%
3,375,104
+2,886,076
2763
$36.9M ﹤0.01%
436,370
+272,598
2764
$36.9M ﹤0.01%
1,950,132
+1,260,403
2765
$36.9M ﹤0.01%
749,472
+421,021
2766
$36.9M ﹤0.01%
1,758,218
+858,502
2767
$36.8M ﹤0.01%
1,244,710
+729,361
2768
$36.8M ﹤0.01%
1,006,002
+628,344
2769
$36.8M ﹤0.01%
+730,000
2770
$36.7M ﹤0.01%
304,168
+153,191
2771
$36.7M ﹤0.01%
3,257,316
+1,520,213
2772
$36.7M ﹤0.01%
5,462,280
+3,973,719
2773
$36.7M ﹤0.01%
1,163,994
+590,362
2774
$36.7M ﹤0.01%
1,223,946
+445,195
2775
$36.6M ﹤0.01%
1,052,456
+691,227
109 110
111
112 113