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
3976
$8.52M ﹤0.01%
2,103,410
+1,399,583
3977
$8.51M ﹤0.01%
992,110
+622,829
3978
$8.49M ﹤0.01%
531,598
-30,569
3979
$8.48M ﹤0.01%
197,032
+149,739
3980
$8.48M ﹤0.01%
1,121,220
+958,032
3981
$8.47M ﹤0.01%
952,314
-989,667
3982
$8.47M ﹤0.01%
2,263,516
+1,353,115
3983
$8.43M ﹤0.01%
306,006
+201,179
3984
$8.43M ﹤0.01%
456,604
+187,912
3985
$8.42M ﹤0.01%
904,406
+632,163
3986
$8.41M ﹤0.01%
883,426
+761,965
3987
$8.41M ﹤0.01%
807,774
+501,660
3988
$8.39M ﹤0.01%
417,082
+264,447
3989
$8.37M ﹤0.01%
768,950
+504,319
3990
$8.36M ﹤0.01%
578,518
+365,152
3991
$8.36M ﹤0.01%
233,942
+106,319
3992
$8.33M ﹤0.01%
566,096
+491,500
3993
$8.32M ﹤0.01%
1,026,592
+957,181
3994
$8.31M ﹤0.01%
325,250
+168,167
3995
$8.3M ﹤0.01%
534,982
+314,332
3996
$8.28M ﹤0.01%
2,273,600
+1,409,800
3997
$8.27M ﹤0.01%
306,884
+173,749
3998
$8.25M ﹤0.01%
473,574
+200,481
3999
$8.2M ﹤0.01%
419,184
+278,558
4000
$8.2M ﹤0.01%
699,154
+334,752
158 159
160
161 162