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
3326
$19.9M ﹤0.01%
1,059,400
+438,976
3327
$19.9M ﹤0.01%
251,518
+152,403
3328
$19.8M ﹤0.01%
342,056
+167,308
3329
$19.8M ﹤0.01%
2,367,878
+1,975,661
3330
$19.8M ﹤0.01%
513,172
+205,356
3331
$19.8M ﹤0.01%
1,642,698
+945,414
3332
$19.8M ﹤0.01%
508,492
+251,263
3333
$19.8M ﹤0.01%
282,026
+140,805
3334
$19.8M ﹤0.01%
725,354
+378,851
3335
$19.6M ﹤0.01%
420,352
+246,080
3336
$19.6M ﹤0.01%
746,244
+317,747
3337
$19.6M ﹤0.01%
449,316
+225,965
3338
$19.5M ﹤0.01%
866,884
+357,455
3339
$19.5M ﹤0.01%
437,750
+235,383
3340
$19.5M ﹤0.01%
763,002
+277,693
3341
$19.5M ﹤0.01%
323,982
+204,394
3342
$19.5M ﹤0.01%
2,345,950
+1,543,913
3343
$19.5M ﹤0.01%
853,624
+465,078
3344
$19.5M ﹤0.01%
129,538
+40,683
3345
$19.4M ﹤0.01%
1,290,468
+740,500
3346
$19.4M ﹤0.01%
334,122
+137,338
3347
$19.4M ﹤0.01%
5,150,502
+2,430,519
3348
$19.4M ﹤0.01%
2,659,132
+1,394,571
3349
$19.3M ﹤0.01%
963,468
+900,745
3350
$19.3M ﹤0.01%
1,657,350
+710,098
132 133
134
135 136