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
3401
$18.3M ﹤0.01%
1,692,716
+960,018
3402
$18.2M ﹤0.01%
683,522
+411,888
3403
$18.2M ﹤0.01%
1,127,272
+474,559
3404
$18.2M ﹤0.01%
549,782
+313,246
3405
$18.2M ﹤0.01%
675,024
+356,443
3406
$18.2M ﹤0.01%
1,102,380
+523,535
3407
$18.2M ﹤0.01%
7,179,036
+4,064,146
3408
$18.1M ﹤0.01%
807,622
+585,716
3409
$18.1M ﹤0.01%
4,110,768
+2,098,418
3410
$18.1M ﹤0.01%
1,090,460
+539,889
3411
$18M ﹤0.01%
512,296
+364,855
3412
$18M ﹤0.01%
635,726
+368,862
3413
$18M ﹤0.01%
1,232,052
+766,814
3414
$18M ﹤0.01%
792,446
+390,137
3415
$17.9M ﹤0.01%
572,748
+300,630
3416
$17.9M ﹤0.01%
710,252
+502,367
3417
$17.9M ﹤0.01%
986,828
+475,996
3418
$17.9M ﹤0.01%
681,090
+356,612
3419
$17.8M ﹤0.01%
312,088
+206,676
3420
$17.8M ﹤0.01%
1,228,060
+811,017
3421
$17.8M ﹤0.01%
260,652
+145,853
3422
$17.7M ﹤0.01%
2,417,596
+1,157,728
3423
$17.7M ﹤0.01%
355,476
+201,198
3424
$17.7M ﹤0.01%
2,028,666
+1,481,216
3425
$17.7M ﹤0.01%
897,034
+517,519
135 136
137
138 139