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
3701
$12.3M ﹤0.01%
1,536,718
+413,260
3702
$12.3M ﹤0.01%
827,586
+494,103
3703
$12.3M ﹤0.01%
818,772
+489,586
3704
$12.3M ﹤0.01%
389,210
-98,382
3705
$12.3M ﹤0.01%
278,534
+134,016
3706
$12.3M ﹤0.01%
1,007,174
+446,755
3707
$12.3M ﹤0.01%
426,950
+172,826
3708
$12.2M ﹤0.01%
241,932
+28,488
3709
$12.2M ﹤0.01%
422,088
+266,964
3710
$12.2M ﹤0.01%
358,488
+172,090
3711
$12.2M ﹤0.01%
778,954
+282,291
3712
$12.1M ﹤0.01%
360,836
+108,908
3713
$12.1M ﹤0.01%
1,192,034
+478,825
3714
$12.1M ﹤0.01%
549,762
+354,133
3715
$12.1M ﹤0.01%
448,922
+325,001
3716
$12.1M ﹤0.01%
432,522
+240,768
3717
$12.1M ﹤0.01%
707,104
+348,438
3718
$12M ﹤0.01%
217,462
+98,846
3719
$12M ﹤0.01%
522,680
+263,024
3720
$12M ﹤0.01%
274,460
+186,338
3721
$12M ﹤0.01%
1,364,738
+1,140,515
3722
$12M ﹤0.01%
75,092
+27,729
3723
$12M ﹤0.01%
397,728
+198,417
3724
$12M ﹤0.01%
237,267
-169,561
3725
$12M ﹤0.01%
414,616
+311,176
147 148
149
150 151