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
3751
$11.6M ﹤0.01%
318,468
+186,811
3752
$11.6M ﹤0.01%
303,680
+133,270
3753
$11.6M ﹤0.01%
502,368
+296,573
3754
$11.6M ﹤0.01%
980,304
+462,950
3755
$11.6M ﹤0.01%
2,368,876
+1,382,080
3756
$11.6M ﹤0.01%
860,532
+198,894
3757
$11.6M ﹤0.01%
857,378
+748,733
3758
$11.6M ﹤0.01%
292,786
+144,595
3759
$11.5M ﹤0.01%
496,058
+321,212
3760
$11.4M ﹤0.01%
3,299,324
+2,739,881
3761
$11.4M ﹤0.01%
378,852
+182,979
3762
$11.4M ﹤0.01%
769,284
+544,518
3763
$11.4M ﹤0.01%
889,174
-82,982
3764
$11.4M ﹤0.01%
579,066
+235,015
3765
$11.4M ﹤0.01%
538,028
+277,095
3766
$11.4M ﹤0.01%
701,054
+321,563
3767
$11.4M ﹤0.01%
2,073,980
+1,750,805
3768
$11.4M ﹤0.01%
146,717
+43,930
3769
$11.3M ﹤0.01%
1,155,752
+629,394
3770
$11.3M ﹤0.01%
1,097,934
+545,118
3771
$11.3M ﹤0.01%
1,433,198
+655,706
3772
$11.3M ﹤0.01%
1,087,896
+523,127
3773
$11.3M ﹤0.01%
3,089,778
+2,350,134
3774
$11.3M ﹤0.01%
560,774
+229,045
3775
$11.2M ﹤0.01%
863,186
+402,779
149 150
151
152 153