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
4401
$4.06M ﹤0.01%
612,934
+454,643
4402
$4.06M ﹤0.01%
214,988
+107,372
4403
$4.06M ﹤0.01%
129,120
+82,874
4404
$4.06M ﹤0.01%
163,788
+76,373
4405
$4.03M ﹤0.01%
126,640
+62,494
4406
$4.02M ﹤0.01%
406,394
+183,194
4407
$4M ﹤0.01%
371,520
-120,309
4408
$3.99M ﹤0.01%
154,536
+72,398
4409
$3.98M ﹤0.01%
414,386
+248,326
4410
$3.96M ﹤0.01%
170,268
+133,626
4411
$3.95M ﹤0.01%
184,768
+72,807
4412
$3.95M ﹤0.01%
88,302
+55,654
4413
$3.95M ﹤0.01%
229,190
-681
4414
$3.94M ﹤0.01%
657,226
+461,951
4415
$3.94M ﹤0.01%
843,642
+222,162
4416
$3.93M ﹤0.01%
546,024
+165,080
4417
$3.92M ﹤0.01%
170,124
+114,178
4418
$3.91M ﹤0.01%
757,142
-878,047
4419
$3.91M ﹤0.01%
239,824
+130,794
4420
$3.9M ﹤0.01%
365,264
+193,278
4421
$3.9M ﹤0.01%
37,586
+17,196
4422
$3.88M ﹤0.01%
5,137,382
+3,200,098
4423
$3.87M ﹤0.01%
74,320
+9,065
4424
$3.86M ﹤0.01%
1,077,310
+550,029
4425
$3.83M ﹤0.01%
1,595,704
+773,802
175 176
177
178 179