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
2876
$32.8M ﹤0.01%
1,008,288
+717,214
2877
$32.8M ﹤0.01%
4,040,234
+3,702,067
2878
$32.8M ﹤0.01%
1,387,076
+676,723
2879
$32.7M ﹤0.01%
6,962,020
+5,636,850
2880
$32.7M ﹤0.01%
3,189,738
+1,544,728
2881
$32.6M ﹤0.01%
2,073,296
+1,127,614
2882
$32.6M ﹤0.01%
587,162
+409,106
2883
$32.6M ﹤0.01%
1,347,102
+672,815
2884
$32.6M ﹤0.01%
1,183,470
+896,810
2885
$32.6M ﹤0.01%
266,650
+146,661
2886
$32.5M ﹤0.01%
781,956
+463,326
2887
$32.5M ﹤0.01%
766,300
+411,802
2888
$32.5M ﹤0.01%
509,256
+212,097
2889
$32.4M ﹤0.01%
2,499,650
+1,300,502
2890
$32.4M ﹤0.01%
2,861,922
+2,053,075
2891
$32.4M ﹤0.01%
1,491,246
+1,052,136
2892
$32.3M ﹤0.01%
2,145,612
+1,063,367
2893
$32.3M ﹤0.01%
962,272
+496,359
2894
$32.2M ﹤0.01%
544,370
+331,230
2895
$32.2M ﹤0.01%
2,139,534
+1,195,425
2896
$32.2M ﹤0.01%
3,515,982
+1,870,613
2897
$32.2M ﹤0.01%
2,076,772
+1,210,428
2898
$32.2M ﹤0.01%
3,520,768
+2,610,989
2899
$32.2M ﹤0.01%
989,230
+585,857
2900
$32.1M ﹤0.01%
422,824
+127,657
114 115
116
117 118