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
401
$988M 0.04%
12,841,012
+7,147,283
402
$985M 0.04%
7,196,552
+3,807,157
403
$981M 0.04%
4,469,958
+2,222,826
404
$978M 0.04%
12,049,180
+5,046,770
405
$977M 0.04%
19,045,860
+8,091,148
406
$974M 0.04%
6,932,934
+3,193,991
407
$973M 0.04%
5,593,090
+2,313,254
408
$970M 0.04%
10,340,464
+5,138,727
409
$966M 0.04%
23,750,788
+5,725,853
410
$966M 0.04%
24,015,882
+13,176,760
411
$965M 0.04%
20,094,086
+14,263,015
412
$964M 0.04%
20,176,018
+10,268,359
413
$961M 0.04%
13,992,608
+9,068,918
414
$961M 0.04%
27,154,548
+13,133,467
415
$961M 0.04%
13,670,856
+7,456,913
416
$959M 0.04%
10,735,786
+3,376,851
417
$958M 0.04%
35,526,014
+30,993,817
418
$957M 0.04%
19,383,030
+10,696,314
419
$957M 0.04%
25,881,754
+13,301,028
420
$948M 0.04%
2,801,068
+1,071,651
421
$944M 0.04%
19,262,702
+9,537,554
422
$939M 0.04%
40,770,706
+22,076,748
423
$938M 0.04%
7,873,116
+5,768,237
424
$934M 0.04%
35,460,698
+18,761,980
425
$933M 0.04%
4,673,400
+2,375,841
15 16
17
18 19