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
2926
$31.2M ﹤0.01%
6,467,174
-459,777
2927
$31.2M ﹤0.01%
864,852
+558,066
2928
$31.2M ﹤0.01%
2,569,570
+1,555,669
2929
$31.2M ﹤0.01%
2,996,286
+1,635,390
2930
$31.2M ﹤0.01%
111,192
+60,049
2931
$31.2M ﹤0.01%
983,936
+417,151
2932
$31.1M ﹤0.01%
413,802
+386,411
2933
$31.1M ﹤0.01%
2,217,882
+1,133,208
2934
$31M ﹤0.01%
4,359,866
+1,576,036
2935
$30.9M ﹤0.01%
738,136
+407,781
2936
$30.9M ﹤0.01%
3,980,746
+2,247,472
2937
$30.8M ﹤0.01%
360,052
+201,052
2938
$30.8M ﹤0.01%
5,589,300
+2,947,311
2939
$30.8M ﹤0.01%
2,840,894
-185,437
2940
$30.8M ﹤0.01%
1,410,948
+500,871
2941
$30.7M ﹤0.01%
243,752
+167,070
2942
$30.6M ﹤0.01%
2,733,482
+955,821
2943
$30.6M ﹤0.01%
3,122,814
+1,736,626
2944
$30.6M ﹤0.01%
1,989,680
+1,074,934
2945
$30.6M ﹤0.01%
756,222
+415,922
2946
$30.6M ﹤0.01%
3,066,348
+1,019,667
2947
$30.5M ﹤0.01%
196,278
+131,596
2948
$30.5M ﹤0.01%
2,063,330
+1,209,546
2949
$30.5M ﹤0.01%
710,390
+123,693
2950
$30.5M ﹤0.01%
373,484
+200,390
116 117
118
119 120