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
3551
$15.3M ﹤0.01%
1,672,312
+1,058,019
3552
$15.2M ﹤0.01%
451,360
+313,654
3553
$15.2M ﹤0.01%
372,730
+36,532
3554
$15.2M ﹤0.01%
526,572
+276,215
3555
$15.2M ﹤0.01%
5,384,732
+3,793,316
3556
$15.2M ﹤0.01%
2,230,164
+1,731,896
3557
$15.2M ﹤0.01%
593,780
+467,988
3558
$15.1M ﹤0.01%
501,666
+248,845
3559
$15.1M ﹤0.01%
2,189,924
+1,077,021
3560
$15.1M ﹤0.01%
624,692
+423,688
3561
$15M ﹤0.01%
256,622
+115,935
3562
$15M ﹤0.01%
415,278
+217,457
3563
$15M ﹤0.01%
230,436
+43,620
3564
$15M ﹤0.01%
1,349,738
+1,142,437
3565
$15M ﹤0.01%
5,910,184
+2,754,134
3566
$15M ﹤0.01%
737,268
+531,422
3567
$14.9M ﹤0.01%
586,908
+464,186
3568
$14.8M ﹤0.01%
2,035,904
+1,207,961
3569
$14.8M ﹤0.01%
1,087,106
+601,000
3570
$14.8M ﹤0.01%
409,542
+331,390
3571
$14.8M ﹤0.01%
218,998
+194,134
3572
$14.8M ﹤0.01%
3,045,088
+1,524,073
3573
$14.7M ﹤0.01%
3,205,334
+2,795,649
3574
$14.7M ﹤0.01%
244,046
+117,199
3575
$14.7M ﹤0.01%
268,820
+89,271
141 142
143
144 145