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
3426
$17.6M ﹤0.01%
605,524
+446,184
3427
$17.6M ﹤0.01%
5,533,150
+3,650,810
3428
$17.6M ﹤0.01%
774,766
+552,749
3429
$17.6M ﹤0.01%
416,076
+184,504
3430
$17.6M ﹤0.01%
3,514,480
+1,772,803
3431
$17.6M ﹤0.01%
494,140
+398,579
3432
$17.6M ﹤0.01%
3,069,130
+2,039,723
3433
$17.6M ﹤0.01%
418,846
+330,057
3434
$17.5M ﹤0.01%
1,176,830
+751,949
3435
$17.4M ﹤0.01%
1,219,194
+4,904
3436
$17.4M ﹤0.01%
1,691,098
+1,333,522
3437
$17.4M ﹤0.01%
7,857,292
+3,403,942
3438
$17.3M ﹤0.01%
366,232
+214,367
3439
$17.3M ﹤0.01%
234,192
+103,787
3440
$17.3M ﹤0.01%
256,970
+154,143
3441
$17.3M ﹤0.01%
725,964
+447,097
3442
$17.3M ﹤0.01%
1,224,272
+848,781
3443
$17.3M ﹤0.01%
298,590
+179,206
3444
$17.2M ﹤0.01%
1,023,446
+624,116
3445
$17.2M ﹤0.01%
417,974
+211,889
3446
$17.2M ﹤0.01%
460,852
+221,698
3447
$17.2M ﹤0.01%
24,017
+13,424
3448
$17.2M ﹤0.01%
1,774,050
+772,521
3449
$17.2M ﹤0.01%
744,734
+413,339
3450
$17.2M ﹤0.01%
1,244,690
+529,161
136 137
138
139 140