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
2801
$35.8M ﹤0.01%
536,294
+321,044
2802
$35.8M ﹤0.01%
975,942
+603,802
2803
$35.7M ﹤0.01%
767,692
+439,604
2804
$35.7M ﹤0.01%
6,764,964
+3,500,482
2805
$35.7M ﹤0.01%
573,950
+361,295
2806
$35.7M ﹤0.01%
7,123,602
+2,951,275
2807
$35.7M ﹤0.01%
922,318
+374,218
2808
$35.5M ﹤0.01%
+670,000
2809
$35.5M ﹤0.01%
405,484
+231,452
2810
$35.5M ﹤0.01%
6,740,724
+3,826,940
2811
$35.5M ﹤0.01%
1,573,676
+1,355,671
2812
$35.3M ﹤0.01%
1,267,378
+695,305
2813
$35.3M ﹤0.01%
989,556
+736,857
2814
$35.2M ﹤0.01%
4,383,674
+3,750,653
2815
$35.1M ﹤0.01%
1,073,052
+558,960
2816
$35.1M ﹤0.01%
964,520
+695,660
2817
$35M ﹤0.01%
1,039,760
+581,720
2818
$35M ﹤0.01%
1,502,762
+850,587
2819
$34.9M ﹤0.01%
616,162
+411,372
2820
$34.9M ﹤0.01%
13,968,224
+8,707,094
2821
$34.9M ﹤0.01%
1,346,390
+1,074,019
2822
$34.8M ﹤0.01%
530,920
+297,951
2823
$34.7M ﹤0.01%
3,040,926
+1,579,968
2824
$34.7M ﹤0.01%
718,616
+425,864
2825
$34.6M ﹤0.01%
1,005,084
+625,042
111 112
113
114 115