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
3301
$20.7M ﹤0.01%
702,244
+396,697
3302
$20.6M ﹤0.01%
3,395,022
+1,309,094
3303
$20.6M ﹤0.01%
956,070
+917,424
3304
$20.6M ﹤0.01%
498,496
+310,278
3305
$20.6M ﹤0.01%
822,790
+338,756
3306
$20.5M ﹤0.01%
2,226,040
+1,504,499
3307
$20.5M ﹤0.01%
1,812,254
+929,124
3308
$20.5M ﹤0.01%
1,448,132
+755,631
3309
$20.5M ﹤0.01%
1,935,258
+409,117
3310
$20.4M ﹤0.01%
687,080
+482,177
3311
$20.4M ﹤0.01%
+727,412
3312
$20.4M ﹤0.01%
679,780
+421,568
3313
$20.3M ﹤0.01%
1,791,224
+1,259,286
3314
$20.3M ﹤0.01%
3,394,316
+1,537,326
3315
$20.3M ﹤0.01%
1,057,404
+669,998
3316
$20.2M ﹤0.01%
693,784
+421,781
3317
$20.2M ﹤0.01%
1,338,770
+872,790
3318
$20.2M ﹤0.01%
1,643,780
+775,028
3319
$20.2M ﹤0.01%
767,250
+318,550
3320
$20.2M ﹤0.01%
2,060,438
+144,388
3321
$20.1M ﹤0.01%
2,706,656
+1,178,821
3322
$20.1M ﹤0.01%
3,338,782
+1,997,575
3323
$20.1M ﹤0.01%
603,878
+471,667
3324
$20.1M ﹤0.01%
2,305,218
+1,225,831
3325
$20M ﹤0.01%
922,910
+564,194
131 132
133
134 135