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
3251
$21.6M ﹤0.01%
1,548,220
-322,848
3252
$21.6M ﹤0.01%
165,470
+114,550
3253
$21.6M ﹤0.01%
310,182
+168,077
3254
$21.6M ﹤0.01%
312,188
+216,051
3255
$21.5M ﹤0.01%
621,042
+325,274
3256
$21.5M ﹤0.01%
927,866
+520,880
3257
$21.5M ﹤0.01%
4,230,630
+2,126,810
3258
$21.5M ﹤0.01%
421,118
+199,205
3259
$21.4M ﹤0.01%
2,382,394
+1,313,792
3260
$21.4M ﹤0.01%
300,842
+181,439
3261
$21.4M ﹤0.01%
439,830
+222,689
3262
$21.4M ﹤0.01%
478,898
+236,771
3263
$21.3M ﹤0.01%
3,110,206
+1,334,891
3264
$21.3M ﹤0.01%
997,036
+586,030
3265
$21.3M ﹤0.01%
463,312
+26,904
3266
$21.3M ﹤0.01%
4,906,990
+2,376,876
3267
$21.2M ﹤0.01%
453,125
+277,738
3268
$21.2M ﹤0.01%
607,006
+416,531
3269
$21.2M ﹤0.01%
1,082,410
+765,902
3270
$21.2M ﹤0.01%
1,838,404
+1,326,623
3271
$21.2M ﹤0.01%
2,453,768
+1,244,752
3272
$21.2M ﹤0.01%
335,076
+169,197
3273
$21.1M ﹤0.01%
2,450,110
+259,363
3274
$21.1M ﹤0.01%
718,908
+416,053
3275
$21.1M ﹤0.01%
1,041,814
+604,861
129 130
131
132 133