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
4026
$7.79M ﹤0.01%
238,524
+188,250
4027
$7.75M ﹤0.01%
1,030,079
+332,455
4028
$7.74M ﹤0.01%
1,214,722
+290,176
4029
$7.74M ﹤0.01%
2,541,867
+1,035,786
4030
$7.67M ﹤0.01%
263,926
+113,466
4031
$7.67M ﹤0.01%
187,952
+93,855
4032
$7.65M ﹤0.01%
701,578
+410,578
4033
$7.64M ﹤0.01%
77,326
+51,111
4034
$7.64M ﹤0.01%
1,395,968
+930,623
4035
$7.63M ﹤0.01%
2,784,752
+1,310,688
4036
$7.61M ﹤0.01%
2,841,012
+1,108,497
4037
$7.61M ﹤0.01%
440,048
+261,412
4038
$7.57M ﹤0.01%
340,810
+97,407
4039
$7.57M ﹤0.01%
4,276,398
+2,811,961
4040
$7.56M ﹤0.01%
1,057,822
+522,215
4041
$7.51M ﹤0.01%
728,266
+335,387
4042
$7.5M ﹤0.01%
2,118,810
+827,242
4043
$7.49M ﹤0.01%
143,158
+81,923
4044
$7.46M ﹤0.01%
103,632
+48,857
4045
$7.46M ﹤0.01%
668,074
+19,963
4046
$7.46M ﹤0.01%
550,688
+286,379
4047
$7.46M ﹤0.01%
659,918
+245,690
4048
$7.46M ﹤0.01%
970,950
+521,619
4049
$7.42M ﹤0.01%
592,058
+210,814
4050
$7.42M ﹤0.01%
319,524
+55,185
160 161
162
163 164