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
3076
$27M ﹤0.01%
2,981,486
+1,823,904
3077
$27M ﹤0.01%
502,990
+229,126
3078
$26.8M ﹤0.01%
2,766,600
+2,687,006
3079
$26.8M ﹤0.01%
1,402,790
+793,804
3080
$26.8M ﹤0.01%
3,262,484
+1,919,505
3081
$26.7M ﹤0.01%
1,864,572
+828,788
3082
$26.6M ﹤0.01%
2,360,042
+1,389,631
3083
$26.6M ﹤0.01%
4,518,402
+4,388,903
3084
$26.6M ﹤0.01%
1,949,822
+1,195,501
3085
$26.5M ﹤0.01%
814,124
+450,037
3086
$26.5M ﹤0.01%
1,075,024
+540,445
3087
$26.5M ﹤0.01%
1,130,766
+711,088
3088
$26.4M ﹤0.01%
1,932,948
+1,024,069
3089
$26.4M ﹤0.01%
1,501,932
+888,516
3090
$26.3M ﹤0.01%
378,782
+188,956
3091
$26.3M ﹤0.01%
1,327,336
+617,216
3092
$26.3M ﹤0.01%
1,085,738
+346,305
3093
$26.3M ﹤0.01%
855,534
+480,812
3094
$26.3M ﹤0.01%
351,156
+181,945
3095
$26.3M ﹤0.01%
781,266
+185,219
3096
$26.3M ﹤0.01%
197,724
+106,326
3097
$26.2M ﹤0.01%
1,650,318
+743,283
3098
$26.2M ﹤0.01%
2,909,652
+1,486,244
3099
$26.2M ﹤0.01%
4,738,308
+1,594,006
3100
$26.1M ﹤0.01%
549,126
+297,603
122 123
124
125 126