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
3776
$11.2M ﹤0.01%
475,300
+258,595
3777
$11.2M ﹤0.01%
1,432,542
+624,981
3778
$11.2M ﹤0.01%
191,596
+85,389
3779
$11.2M ﹤0.01%
725,166
+525,964
3780
$11.2M ﹤0.01%
855,908
+766,082
3781
$11.2M ﹤0.01%
1,425,806
+650,996
3782
$11.2M ﹤0.01%
304,354
+109,494
3783
$11.1M ﹤0.01%
288,564
+117,430
3784
$11.1M ﹤0.01%
94,034
+48,073
3785
$11.1M ﹤0.01%
904,868
+694,940
3786
$11.1M ﹤0.01%
1,460,090
+643,947
3787
$11.1M ﹤0.01%
265,130
+197,981
3788
$11.1M ﹤0.01%
4,835,064
+603,405
3789
$11.1M ﹤0.01%
4,115,818
+2,645,184
3790
$11.1M ﹤0.01%
3,099,508
+1,448,015
3791
$11M ﹤0.01%
322,594
+207,583
3792
$11M ﹤0.01%
778,786
+249,407
3793
$11M ﹤0.01%
726,752
+367,196
3794
$11M ﹤0.01%
249,112
+99,164
3795
$10.9M ﹤0.01%
362,754
+179,776
3796
$10.9M ﹤0.01%
302,094
-64,733
3797
$10.8M ﹤0.01%
526,918
+511,518
3798
$10.8M ﹤0.01%
775,828
+712,139
3799
$10.8M ﹤0.01%
2,392,532
+1,306,817
3800
$10.8M ﹤0.01%
911,260
+475,965
150 151
152
153 154