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
4701
$2.38M ﹤0.01%
17,782
+13,802
4702
$2.38M ﹤0.01%
153,964
+78,352
4703
$2.38M ﹤0.01%
808,000
+454,000
4704
$2.37M ﹤0.01%
484,140
+343,305
4705
$2.37M ﹤0.01%
140,494
+69,819
4706
$2.37M ﹤0.01%
64,160
-74,667
4707
$2.37M ﹤0.01%
+374,370
4708
$2.35M ﹤0.01%
97,600
+44,852
4709
$2.35M ﹤0.01%
225,248
+165,484
4710
$2.35M ﹤0.01%
1,190,688
+874,176
4711
$2.35M ﹤0.01%
169,962
+111,201
4712
$2.34M ﹤0.01%
163,648
+109,968
4713
$2.34M ﹤0.01%
287,200
+276,061
4714
$2.34M ﹤0.01%
80,710
+56,796
4715
$2.33M ﹤0.01%
109,804
+52,320
4716
$2.33M ﹤0.01%
729,992
+418,672
4717
$2.33M ﹤0.01%
213,844
+91,353
4718
$2.32M ﹤0.01%
1,592,156
+1,031,507
4719
$2.32M ﹤0.01%
410,682
+97,605
4720
$2.32M ﹤0.01%
796,344
-689,300
4721
$2.32M ﹤0.01%
47,534
+36,165
4722
$2.32M ﹤0.01%
124,614
+84,020
4723
$2.31M ﹤0.01%
103,888
+85,742
4724
$2.3M ﹤0.01%
85,326
+51,013
4725
$2.3M ﹤0.01%
1,378,800
+678,184
187 188
189
190 191