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
3626
$13.7M ﹤0.01%
910,248
+799,121
3627
$13.6M ﹤0.01%
909,254
+544,066
3628
$13.6M ﹤0.01%
1,852,718
+1,226,192
3629
$13.6M ﹤0.01%
1,097,900
+592,709
3630
$13.6M ﹤0.01%
244,712
+127,230
3631
$13.6M ﹤0.01%
407,188
+184,201
3632
$13.5M ﹤0.01%
1,022,182
+557,748
3633
$13.5M ﹤0.01%
1,262,942
+665,190
3634
$13.5M ﹤0.01%
106,184
+51,685
3635
$13.5M ﹤0.01%
1,448,268
+1,062,670
3636
$13.5M ﹤0.01%
959,930
+387,616
3637
$13.5M ﹤0.01%
1,066,948
+354,246
3638
$13.5M ﹤0.01%
949,250
+617,947
3639
$13.4M ﹤0.01%
196,138
+148,054
3640
$13.4M ﹤0.01%
980,292
+711,935
3641
$13.4M ﹤0.01%
207,872
+137,302
3642
$13.4M ﹤0.01%
792,666
-52,156
3643
$13.4M ﹤0.01%
1,167,906
+290,661
3644
$13.4M ﹤0.01%
261,988
+135,738
3645
$13.3M ﹤0.01%
1,730,842
+1,238,939
3646
$13.3M ﹤0.01%
338,194
+180,974
3647
$13.3M ﹤0.01%
9,083,556
+5,829,951
3648
$13.3M ﹤0.01%
752,762
+469,614
3649
$13.2M ﹤0.01%
+573,236
3650
$13.2M ﹤0.01%
1,333,248
+1,005,989
144 145
146
147 148