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
3676
$12.8M ﹤0.01%
3,335,374
+1,847,347
3677
$12.7M ﹤0.01%
229,710
+193,231
3678
$12.7M ﹤0.01%
1,373,328
+976,399
3679
$12.7M ﹤0.01%
1,279,032
+482,241
3680
$12.7M ﹤0.01%
1,394,014
+672,616
3681
$12.7M ﹤0.01%
1,115,964
+427,318
3682
$12.7M ﹤0.01%
1,167,590
+1,120,443
3683
$12.7M ﹤0.01%
1,109,714
+577,439
3684
$12.7M ﹤0.01%
2,209,626
+391,947
3685
$12.6M ﹤0.01%
429,452
+175,725
3686
$12.6M ﹤0.01%
128,516
+52,125
3687
$12.6M ﹤0.01%
1,008,586
+634,065
3688
$12.6M ﹤0.01%
636,172
+319,684
3689
$12.6M ﹤0.01%
1,452,948
+695,332
3690
$12.5M ﹤0.01%
894,604
+477,420
3691
$12.5M ﹤0.01%
195,396
+83,607
3692
$12.5M ﹤0.01%
479,458
+307,618
3693
$12.4M ﹤0.01%
2,092,118
+1,268,458
3694
$12.4M ﹤0.01%
567,052
+308,351
3695
$12.4M ﹤0.01%
839,330
+389,188
3696
$12.4M ﹤0.01%
1,440,116
+1,033,777
3697
$12.4M ﹤0.01%
1,405,296
+773,829
3698
$12.4M ﹤0.01%
487,460
-333,906
3699
$12.3M ﹤0.01%
470,596
+102,528
3700
$12.3M ﹤0.01%
587,184
+462,496
146 147
148
149 150