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
3026
$28.3M ﹤0.01%
519,610
+317,071
3027
$28.2M ﹤0.01%
749,234
+422,818
3028
$28.2M ﹤0.01%
1,164,722
+839,557
3029
$28.2M ﹤0.01%
2,429,030
+1,570,418
3030
$28.2M ﹤0.01%
7,906
+4,665
3031
$28.2M ﹤0.01%
276,784
+124,367
3032
$28.2M ﹤0.01%
1,211,742
+630,213
3033
$28.2M ﹤0.01%
2,293,814
+2,055,533
3034
$28.2M ﹤0.01%
1,103,900
+873,120
3035
$28.1M ﹤0.01%
472,358
+234,372
3036
$28M ﹤0.01%
655,206
+354,347
3037
$28M ﹤0.01%
4,251,934
+1,136,051
3038
$28M ﹤0.01%
1,983,994
+1,546,938
3039
$28M ﹤0.01%
1,629,234
+1,017,521
3040
$28M ﹤0.01%
634,274
+511,656
3041
$27.9M ﹤0.01%
209,710
+151,388
3042
$27.8M ﹤0.01%
3,175,186
+1,597,853
3043
$27.8M ﹤0.01%
1,905,868
+827,581
3044
$27.8M ﹤0.01%
2,114,096
+2,113,649
3045
$27.7M ﹤0.01%
1,343,624
+486,651
3046
$27.7M ﹤0.01%
1,615,186
+1,368,471
3047
$27.7M ﹤0.01%
865,222
+620,593
3048
$27.7M ﹤0.01%
735,924
+397,725
3049
$27.7M ﹤0.01%
1,280,126
+668,902
3050
$27.7M ﹤0.01%
1,093,030
+699,692
120 121
122
123 124