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
4001
$8.2M ﹤0.01%
166,720
+90,763
4002
$8.19M ﹤0.01%
962,630
+124,551
4003
$8.19M ﹤0.01%
186,442
+101,102
4004
$8.18M ﹤0.01%
80,940
+30,435
4005
$8.18M ﹤0.01%
1,090,106
+324,545
4006
$8.15M ﹤0.01%
861,958
+401,954
4007
$8.13M ﹤0.01%
381,770
+209,948
4008
$8.1M ﹤0.01%
397,812
+217,554
4009
$8.09M ﹤0.01%
912,712
+374,608
4010
$8.08M ﹤0.01%
1,045,126
+942,145
4011
$8.05M ﹤0.01%
274,472
+173,903
4012
$8.03M ﹤0.01%
133,028
+123,577
4013
$8.03M ﹤0.01%
270,520
+170,844
4014
$8.01M ﹤0.01%
948,340
+465,679
4015
$8.01M ﹤0.01%
562,144
+298,358
4016
$7.98M ﹤0.01%
395,456
+182,695
4017
$7.97M ﹤0.01%
602,726
+368,156
4018
$7.96M ﹤0.01%
+600,216
4019
$7.95M ﹤0.01%
280,928
+190,646
4020
$7.93M ﹤0.01%
698,268
+307,707
4021
$7.93M ﹤0.01%
765,258
+466,694
4022
$7.92M ﹤0.01%
1,832,492
+1,166,246
4023
$7.91M ﹤0.01%
301,335
+207,136
4024
$7.82M ﹤0.01%
309,508
+159,647
4025
$7.81M ﹤0.01%
156,502
+104,617
159 160
161
162 163