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
3901
$9.43M ﹤0.01%
381,742
+228,327
3902
$9.41M ﹤0.01%
1,104,934
+500,344
3903
$9.41M ﹤0.01%
3,826,230
+2,225,442
3904
$9.4M ﹤0.01%
562,347
+313,872
3905
$9.38M ﹤0.01%
528,590
+356,670
3906
$9.37M ﹤0.01%
291,408
+145,704
3907
$9.35M ﹤0.01%
478,914
+246,306
3908
$9.35M ﹤0.01%
43,790
+23,416
3909
$9.35M ﹤0.01%
923,226
+546,072
3910
$9.33M ﹤0.01%
217,236
+133,895
3911
$9.31M ﹤0.01%
2,516,868
+389,309
3912
$9.31M ﹤0.01%
537,338
+300,364
3913
$9.31M ﹤0.01%
1,104,328
+769,286
3914
$9.3M ﹤0.01%
1,258,250
+652,477
3915
$9.27M ﹤0.01%
70,302
+37,994
3916
$9.27M ﹤0.01%
3,649,350
+1,386,534
3917
$9.27M ﹤0.01%
308,820
+204,155
3918
$9.27M ﹤0.01%
1,107,124
+869,434
3919
$9.25M ﹤0.01%
1,887,598
+1,482,815
3920
$9.24M ﹤0.01%
1,748,415
+913,176
3921
$9.22M ﹤0.01%
369,172
+151,635
3922
$9.22M ﹤0.01%
660,292
+409,115
3923
$9.22M ﹤0.01%
158,374
+88,720
3924
$9.21M ﹤0.01%
1,071,036
+936,364
3925
$9.21M ﹤0.01%
1,332,378
+673,055