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
3051
$27.7M ﹤0.01%
1,456,026
+679,993
3052
$27.6M ﹤0.01%
406,798
+208,908
3053
$27.6M ﹤0.01%
792,204
+466,772
3054
$27.6M ﹤0.01%
516,404
+229,264
3055
$27.6M ﹤0.01%
5,652,830
+3,794,353
3056
$27.6M ﹤0.01%
462,052
+235,403
3057
$27.6M ﹤0.01%
999,072
+508,121
3058
$27.5M ﹤0.01%
2,502,158
+1,444,534
3059
$27.5M ﹤0.01%
2,975,908
+1,267,877
3060
$27.5M ﹤0.01%
1,976,494
+1,088,292
3061
$27.5M ﹤0.01%
649,050
+282,360
3062
$27.5M ﹤0.01%
1,106,102
+655,056
3063
$27.4M ﹤0.01%
740,286
+393,455
3064
$27.4M ﹤0.01%
3,285,698
+1,678,665
3065
$27.4M ﹤0.01%
4,955,378
+3,082,297
3066
$27.4M ﹤0.01%
1,437,482
+1,384,009
3067
$27.4M ﹤0.01%
309,568
+191,346
3068
$27.4M ﹤0.01%
1,186,250
+608,102
3069
$27.3M ﹤0.01%
1,717,664
+1,239,619
3070
$27.3M ﹤0.01%
6,955,034
+5,447,819
3071
$27.3M ﹤0.01%
1,028,728
+120,400
3072
$27.2M ﹤0.01%
2,050,292
+589,313
3073
$27.1M ﹤0.01%
1,548,648
+943,625
3074
$27.1M ﹤0.01%
1,621,136
+1,024,820
3075
$27M ﹤0.01%
5,942,680
+2,738,118
121 122
123
124 125