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
301
$1.33B 0.06%
2,783,454
+1,387,229
302
$1.31B 0.06%
15,414,048
+8,630,835
303
$1.31B 0.06%
20,870,558
+11,116,588
304
$1.29B 0.06%
7,814,998
+3,625,890
305
$1.28B 0.06%
17,999,728
+8,664,128
306
$1.28B 0.06%
10,001,802
+5,077,232
307
$1.28B 0.06%
13,725,174
+7,059,529
308
$1.28B 0.06%
36,693,544
+17,607,310
309
$1.28B 0.06%
2,352
+1,164
310
$1.27B 0.06%
24,917,102
+13,197,484
311
$1.27B 0.06%
10,203,600
+5,779,665
312
$1.26B 0.06%
12,923,926
+6,714,839
313
$1.26B 0.06%
49,652,352
+25,224,135
314
$1.26B 0.06%
9,078,778
+4,781,608
315
$1.25B 0.06%
9,003,326
+4,711,126
316
$1.25B 0.05%
21,619,612
+11,437,424
317
$1.25B 0.05%
9,963,394
+4,706,711
318
$1.24B 0.05%
101,922,162
+49,647,106
319
$1.24B 0.05%
6,946,832
+3,275,503
320
$1.24B 0.05%
4,724,424
+2,350,795
321
$1.24B 0.05%
8,715,200
+5,411,098
322
$1.24B 0.05%
28,596,492
+10,466,934
323
$1.24B 0.05%
38,206,528
+21,041,190
324
$1.24B 0.05%
8,519,936
+4,286,261
325
$1.23B 0.05%
5,817,412
+3,309,464
11 12
13
14 15