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
4426
$3.83M ﹤0.01%
220,346
+105,145
4427
$3.83M ﹤0.01%
597,130
+281,367
4428
$3.82M ﹤0.01%
126,418
+60,391
4429
$3.82M ﹤0.01%
255,350
+169,971
4430
$3.82M ﹤0.01%
72,092
+50,368
4431
$3.82M ﹤0.01%
431,792
+346,305
4432
$3.81M ﹤0.01%
1,165,778
+636,558
4433
$3.8M ﹤0.01%
106,322
+53,365
4434
$3.79M ﹤0.01%
156,866
+81,332
4435
$3.79M ﹤0.01%
647,392
+605,831
4436
$3.79M ﹤0.01%
1,647,194
+878,066
4437
$3.78M ﹤0.01%
135,398
+103,916
4438
$3.77M ﹤0.01%
170,538
+88,983
4439
$3.77M ﹤0.01%
92,954
+45,429
4440
$3.77M ﹤0.01%
625,726
+335,530
4441
$3.76M ﹤0.01%
179,052
+106,856
4442
$3.76M ﹤0.01%
162,472
+89,193
4443
$3.75M ﹤0.01%
423,468
+380,677
4444
$3.75M ﹤0.01%
78,430
+41,879
4445
$3.75M ﹤0.01%
127,602
+82,288
4446
$3.75M ﹤0.01%
737,260
+556,522
4447
$3.74M ﹤0.01%
528,899
+161,585
4448
$3.74M ﹤0.01%
122,690
+52,135
4449
$3.74M ﹤0.01%
16,054
+10,897
4450
$3.74M ﹤0.01%
644,460
+337,251
176 177
178
179 180