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
3801
$10.8M ﹤0.01%
332,960
+180,011
3802
$10.7M ﹤0.01%
717,364
+446,253
3803
$10.7M ﹤0.01%
586,532
+222,391
3804
$10.7M ﹤0.01%
3,335,652
+1,953,934
3805
$10.7M ﹤0.01%
235,598
+184,829
3806
$10.7M ﹤0.01%
221,358
+183,118
3807
$10.7M ﹤0.01%
512,796
+130,381
3808
$10.7M ﹤0.01%
792,172
+444,495
3809
$10.7M ﹤0.01%
3,217,318
+2,875,518
3810
$10.6M ﹤0.01%
1,487,428
+1,307,804
3811
$10.6M ﹤0.01%
710,930
+358,286
3812
$10.6M ﹤0.01%
5,597,618
+1,761,241
3813
$10.6M ﹤0.01%
1,080,512
+923,810
3814
$10.5M ﹤0.01%
185,612
+91,778
3815
$10.5M ﹤0.01%
480,248
+280,909
3816
$10.5M ﹤0.01%
157,394
+112,494
3817
$10.5M ﹤0.01%
410,158
+268,654
3818
$10.5M ﹤0.01%
909,832
+360,972
3819
$10.5M ﹤0.01%
1,416,360
+839,674
3820
$10.5M ﹤0.01%
282,838
+161,872
3821
$10.5M ﹤0.01%
125,556
+32,008
3822
$10.5M ﹤0.01%
972,360
+451,036
3823
$10.4M ﹤0.01%
117,428
+6,038
3824
$10.4M ﹤0.01%
3,373,112
+2,189,691
3825
$10.4M ﹤0.01%
1,406,526
+471,885
151 152
153
154 155