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
2851
$33.7M ﹤0.01%
10,409,458
+5,219,117
2852
$33.7M ﹤0.01%
5,310,918
+2,622,447
2853
$33.6M ﹤0.01%
3,103,498
+1,975,470
2854
$33.6M ﹤0.01%
5,059,436
+3,240,108
2855
$33.5M ﹤0.01%
2,584,386
+1,449,244
2856
$33.5M ﹤0.01%
539,320
+246,061
2857
$33.5M ﹤0.01%
464,758
+273,122
2858
$33.5M ﹤0.01%
1,094,830
+446,449
2859
$33.4M ﹤0.01%
589,248
+336,239
2860
$33.4M ﹤0.01%
1,471,244
+673,883
2861
$33.4M ﹤0.01%
1,103,612
+449,365
2862
$33.4M ﹤0.01%
1,102,782
+671,930
2863
$33.3M ﹤0.01%
3,034,540
+1,458,982
2864
$33.3M ﹤0.01%
1,050,352
+550,818
2865
$33.3M ﹤0.01%
2,870,918
+1,229,716
2866
$33.3M ﹤0.01%
2,220,040
+1,035,675
2867
$33.3M ﹤0.01%
3,099,314
+1,909,306
2868
$33.3M ﹤0.01%
2,978,520
+2,378,766
2869
$33.2M ﹤0.01%
8,481,004
+5,063,702
2870
$33.2M ﹤0.01%
6,894,148
+4,006,096
2871
$33.1M ﹤0.01%
736,352
+461,378
2872
$33.1M ﹤0.01%
796,320
+771,856
2873
$33M ﹤0.01%
1,843,522
+1,065,036
2874
$32.9M ﹤0.01%
1,748,886
+1,017,105
2875
$32.9M ﹤0.01%
1,221,948
+1,004,528
113 114
115
116 117