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
3451
$17.1M ﹤0.01%
1,074,964
+847,077
3452
$17.1M ﹤0.01%
1,244,826
+566,055
3453
$17.1M ﹤0.01%
540,352
+276,852
3454
$17.1M ﹤0.01%
4,045,936
+2,456,306
3455
$17.1M ﹤0.01%
386,262
+176,408
3456
$17M ﹤0.01%
589,098
+307,044
3457
$17M ﹤0.01%
1,646,914
+1,030,694
3458
$17M ﹤0.01%
517,674
+239,848
3459
$17M ﹤0.01%
1,336,074
+790,921
3460
$17M ﹤0.01%
2,094,364
+913,906
3461
$17M ﹤0.01%
1,254,856
+791,827
3462
$16.9M ﹤0.01%
1,356,920
+672,692
3463
$16.9M ﹤0.01%
528,482
+281,221
3464
$16.9M ﹤0.01%
672,476
+416,113
3465
$16.8M ﹤0.01%
493,842
+343,812
3466
$16.8M ﹤0.01%
549,664
+249,755
3467
$16.8M ﹤0.01%
163,630
-22,852
3468
$16.8M ﹤0.01%
850,314
+726,035
3469
$16.8M ﹤0.01%
4,153,781
+2,743,257
3470
$16.7M ﹤0.01%
383,352
+255,027
3471
$16.7M ﹤0.01%
1,249,574
+647,016
3472
$16.7M ﹤0.01%
477,148
-185,327
3473
$16.6M ﹤0.01%
4,402,710
+3,340,430
3474
$16.6M ﹤0.01%
104,546
+53,444
3475
$16.6M ﹤0.01%
768,680
+383,281
137 138
139
140 141