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
2826
$34.6M ﹤0.01%
2,091,850
+295,942
2827
$34.5M ﹤0.01%
1,560,452
+1,165,338
2828
$34.4M ﹤0.01%
8,855,504
+4,656,411
2829
$34.4M ﹤0.01%
1,716,296
+800,958
2830
$34.4M ﹤0.01%
1,193,616
+602,408
2831
$34.4M ﹤0.01%
940,360
+498,829
2832
$34.4M ﹤0.01%
574,246
+374,636
2833
$34.3M ﹤0.01%
631,516
+316,254
2834
$34.3M ﹤0.01%
2,328,728
+2,146,848
2835
$34.2M ﹤0.01%
7,568,366
+2,328,995
2836
$34.2M ﹤0.01%
3,053,784
+1,484,271
2837
$34.2M ﹤0.01%
1,399,676
+833,474
2838
$34.2M ﹤0.01%
5,338,970
+3,995,235
2839
$34.1M ﹤0.01%
2,047,756
+962,058
2840
$34.1M ﹤0.01%
3,439,616
+1,628,681
2841
$34.1M ﹤0.01%
1,014,117
+530,837
2842
$34M ﹤0.01%
553,040
+296,696
2843
$34M ﹤0.01%
685,954
+407,254
2844
$34M ﹤0.01%
2,760,542
+1,125,814
2845
$33.9M ﹤0.01%
742,968
+531,517
2846
$33.9M ﹤0.01%
338,744
+205,362
2847
$33.9M ﹤0.01%
1,521,908
+752,960
2848
$33.9M ﹤0.01%
1,966,318
+1,014,464
2849
$33.8M ﹤0.01%
2,248,014
+1,270,229
2850
$33.7M ﹤0.01%
2,703,764
+1,665,968
112 113
114
115 116