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
4201
$5.78M ﹤0.01%
236,674
+205,324
4202
$5.77M ﹤0.01%
204,154
+105,528
4203
$5.76M ﹤0.01%
235,774
+112,732
4204
$5.74M ﹤0.01%
2,442,716
+1,804,484
4205
$5.73M ﹤0.01%
691,118
+543,344
4206
$5.72M ﹤0.01%
940,728
+138,256
4207
$5.71M ﹤0.01%
23,169
+20,118
4208
$5.71M ﹤0.01%
162,224
+160,460
4209
$5.71M ﹤0.01%
283,586
+136,854
4210
$5.7M ﹤0.01%
752,074
+87,182
4211
$5.69M ﹤0.01%
869,086
+361,050
4212
$5.69M ﹤0.01%
231,540
+83,264
4213
$5.68M ﹤0.01%
378,102
+199,074
4214
$5.67M ﹤0.01%
443,506
+243,918
4215
$5.66M ﹤0.01%
258,308
+168,710
4216
$5.66M ﹤0.01%
916,724
+655,523
4217
$5.65M ﹤0.01%
3,740,686
+2,301,586
4218
$5.65M ﹤0.01%
454,348
+317,648
4219
$5.64M ﹤0.01%
837,254
+696,151
4220
$5.64M ﹤0.01%
171,228
+49,371
4221
$5.63M ﹤0.01%
216,470
+115,509
4222
$5.63M ﹤0.01%
332,686
+162,450
4223
$5.63M ﹤0.01%
627,894
+332,123
4224
$5.62M ﹤0.01%
394,482
+131,283
4225
$5.61M ﹤0.01%
458,640
+320,721