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
3276
$21.1M ﹤0.01%
912,290
+606,791
3277
$21.1M ﹤0.01%
774,464
+447,395
3278
$21M ﹤0.01%
1,475,988
+693,685
3279
$21M ﹤0.01%
152,182
+63,626
3280
$21M ﹤0.01%
1,111,828
+605,826
3281
$21M ﹤0.01%
62,476
+43,702
3282
$21M ﹤0.01%
1,330,406
+981,411
3283
$20.9M ﹤0.01%
810,404
+578,115
3284
$20.9M ﹤0.01%
752,186
+447,275
3285
$20.9M ﹤0.01%
931,136
+487,867
3286
$20.9M ﹤0.01%
587,376
+370,553
3287
$20.8M ﹤0.01%
331,262
+172,392
3288
$20.8M ﹤0.01%
994,886
+530,615
3289
$20.8M ﹤0.01%
1,268,634
+573,270
3290
$20.8M ﹤0.01%
1,084,452
+71,981
3291
$20.8M ﹤0.01%
4,374,036
+2,854,685
3292
$20.8M ﹤0.01%
2,335,458
+1,442,473
3293
$20.7M ﹤0.01%
394,552
+211,651
3294
$20.7M ﹤0.01%
450,294
+207,149
3295
$20.7M ﹤0.01%
766,416
+386,907
3296
$20.7M ﹤0.01%
2,442,346
+2,075,655
3297
$20.7M ﹤0.01%
416,868
+222,398
3298
$20.7M ﹤0.01%
728,452
+535,112
3299
$20.7M ﹤0.01%
491,476
+230,015
3300
$20.7M ﹤0.01%
1,065,230
+673,641
130 131
132
133 134