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
3576
$14.7M ﹤0.01%
6,398,926
+2,064,685
3577
$14.7M ﹤0.01%
422,704
+231,851
3578
$14.7M ﹤0.01%
810,046
+716,043
3579
$14.6M ﹤0.01%
2,034,984
+1,099,647
3580
$14.6M ﹤0.01%
910,010
+295,939
3581
$14.5M ﹤0.01%
640,338
+446,630
3582
$14.5M ﹤0.01%
782,148
+382,671
3583
$14.5M ﹤0.01%
376,352
+214,514
3584
$14.5M ﹤0.01%
838,748
+504,406
3585
$14.5M ﹤0.01%
943,748
+592,621
3586
$14.5M ﹤0.01%
177,856
+82,074
3587
$14.5M ﹤0.01%
294,908
+150,258
3588
$14.4M ﹤0.01%
317,540
+216,528
3589
$14.4M ﹤0.01%
489,382
+342,466
3590
$14.4M ﹤0.01%
254,848
+131,477
3591
$14.4M ﹤0.01%
798,886
+434,521
3592
$14.4M ﹤0.01%
1,769,470
+731,248
3593
$14.4M ﹤0.01%
354,114
+156,713
3594
$14.4M ﹤0.01%
993,354
+529,518
3595
$14.3M ﹤0.01%
713,158
+595,020
3596
$14.3M ﹤0.01%
1,119,570
+682,743
3597
$14.2M ﹤0.01%
1,138,038
+656,286
3598
$14.2M ﹤0.01%
2,285,970
+578,903
3599
$14.2M ﹤0.01%
8,123,858
+3,084,474
3600
$14.2M ﹤0.01%
927,602
+366,215
142 143
144
145 146