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
3351
$19.3M ﹤0.01%
2,428,100
+1,470,149
3352
$19.3M ﹤0.01%
258,886
+132,354
3353
$19.3M ﹤0.01%
914,304
+799,546
3354
$19.3M ﹤0.01%
978,452
+556,009
3355
$19.2M ﹤0.01%
711,756
+397,338
3356
$19.2M ﹤0.01%
330,764
+291,323
3357
$19.2M ﹤0.01%
685,624
+503,375
3358
$19.2M ﹤0.01%
600,332
+287,528
3359
$19.1M ﹤0.01%
1,594,096
+975,103
3360
$19.1M ﹤0.01%
962,392
+888,349
3361
$19.1M ﹤0.01%
699,766
+396,657
3362
$19.1M ﹤0.01%
1,477,552
+740,021
3363
$19.1M ﹤0.01%
1,110,890
+819,025
3364
$19.1M ﹤0.01%
677,012
+391,941
3365
$19.1M ﹤0.01%
833,234
+706,154
3366
$19M ﹤0.01%
200,490
+103,388
3367
$18.9M ﹤0.01%
675,982
+245,279
3368
$18.9M ﹤0.01%
1,385,194
+1,019,863
3369
$18.9M ﹤0.01%
1,419,482
+494,713
3370
$18.9M ﹤0.01%
2,277,986
+1,375,935
3371
$18.9M ﹤0.01%
494,702
+270,345
3372
$18.9M ﹤0.01%
240,282
+129,322
3373
$18.9M ﹤0.01%
2,548,122
+1,659,618
3374
$18.9M ﹤0.01%
811,210
+481,893
3375
$18.8M ﹤0.01%
377,780
+220,117
133 134
135
136 137