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
4501
$3.5M ﹤0.01%
847,386
+764,975
4502
$3.5M ﹤0.01%
1,399,776
+728,240
4503
$3.49M ﹤0.01%
434,454
+229,911
4504
$3.49M ﹤0.01%
4,666,462
+3,047,395
4505
$3.49M ﹤0.01%
108,132
+65,612
4506
$3.48M ﹤0.01%
61,832
+30,753
4507
$3.47M ﹤0.01%
451,144
+13,316
4508
$3.47M ﹤0.01%
298,278
+136,611
4509
$3.45M ﹤0.01%
1,242,252
+1,027,321
4510
$3.45M ﹤0.01%
737,827
+596,949
4511
$3.44M ﹤0.01%
43,834
+34,974
4512
$3.43M ﹤0.01%
378,300
+147,283
4513
$3.43M ﹤0.01%
120,082
+118,587
4514
$3.43M ﹤0.01%
65,338
+38,708
4515
$3.42M ﹤0.01%
111,400
+55,194
4516
$3.42M ﹤0.01%
346,588
+345,370
4517
$3.42M ﹤0.01%
113,114
+22,682
4518
$3.41M ﹤0.01%
556,668
+498,657
4519
$3.41M ﹤0.01%
232,062
+142,424
4520
$3.41M ﹤0.01%
155,330
+102,714
4521
$3.41M ﹤0.01%
471,354
+214,967
4522
$3.41M ﹤0.01%
40,226
-760
4523
$3.4M ﹤0.01%
364,146
+172,150
4524
$3.39M ﹤0.01%
239,032
+148,517
4525
$3.39M ﹤0.01%
370,814
+40,692
179 180
181
182 183