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
3476
$16.6M ﹤0.01%
364,690
+197,203
3477
$16.6M ﹤0.01%
1,710,484
+768,879
3478
$16.5M ﹤0.01%
527,554
+331,653
3479
$16.5M ﹤0.01%
1,333,434
+683,154
3480
$16.5M ﹤0.01%
1,795,508
+1,489,857
3481
$16.5M ﹤0.01%
6,050,538
+5,428,207
3482
$16.5M ﹤0.01%
3,047,214
+1,260,668
3483
$16.5M ﹤0.01%
1,186,968
+690,498
3484
$16.5M ﹤0.01%
315,382
+141,908
3485
$16.5M ﹤0.01%
5,058,144
+3,467,443
3486
$16.5M ﹤0.01%
120,400
+111,529
3487
$16.5M ﹤0.01%
2,438,118
+1,526,247
3488
$16.4M ﹤0.01%
1,071,348
+617,620
3489
$16.4M ﹤0.01%
543,988
+290,893
3490
$16.4M ﹤0.01%
262,182
+173,201
3491
$16.4M ﹤0.01%
1,677,276
+1,368,447
3492
$16.4M ﹤0.01%
417,954
+221,901
3493
$16.3M ﹤0.01%
358,798
+256,751
3494
$16.2M ﹤0.01%
482,912
+254,526
3495
$16.2M ﹤0.01%
3,755,958
+1,856,541
3496
$16.2M ﹤0.01%
357,116
+260,149
3497
$16.2M ﹤0.01%
1,310,148
+712,305
3498
$16.2M ﹤0.01%
367,796
+211,532
3499
$16.2M ﹤0.01%
2,630,532
+930,608
3500
$16.2M ﹤0.01%
183,288
+123,767