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
3226
$22.2M ﹤0.01%
1,105,726
-1,084,796
3227
$22.1M ﹤0.01%
2,346,116
+1,781,550
3228
$22.1M ﹤0.01%
603,230
+260,719
3229
$22M ﹤0.01%
691,484
+414,628
3230
$22M ﹤0.01%
368,868
+169,926
3231
$22M ﹤0.01%
349,608
+170,585
3232
$22M ﹤0.01%
970,186
+725,384
3233
$22M ﹤0.01%
987,174
+613,045
3234
$22M ﹤0.01%
1,168,326
+947,770
3235
$22M ﹤0.01%
7,017,112
+3,335,346
3236
$21.9M ﹤0.01%
1,019,332
+705,646
3237
$21.9M ﹤0.01%
2,176,440
+449,526
3238
$21.9M ﹤0.01%
193,404
+171,369
3239
$21.9M ﹤0.01%
804,546
+586,440
3240
$21.9M ﹤0.01%
891,398
+510,426
3241
$21.8M ﹤0.01%
4,186,704
-796,788
3242
$21.8M ﹤0.01%
1,314,424
+753,665
3243
$21.8M ﹤0.01%
1,053,894
+143,561
3244
$21.8M ﹤0.01%
211,490
+96,860
3245
$21.8M ﹤0.01%
2,444,676
+967,195
3246
$21.7M ﹤0.01%
450,946
+231,926
3247
$21.7M ﹤0.01%
131,114
+63,817
3248
$21.7M ﹤0.01%
827,180
+455,851
3249
$21.7M ﹤0.01%
522,430
+253,652
3250
$21.6M ﹤0.01%
609,632
+425,452
128 129
130
131 132