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
4751
$2.2M ﹤0.01%
159,042
+125,072
4752
$2.2M ﹤0.01%
323,978
+205,284
4753
$2.19M ﹤0.01%
60,724
+30,271
4754
$2.19M ﹤0.01%
722,232
+590,163
4755
$2.18M ﹤0.01%
125,616
+72,319
4756
$2.18M ﹤0.01%
642,986
+452,968
4757
$2.18M ﹤0.01%
261,412
+163,311
4758
$2.17M ﹤0.01%
219,470
+78,906
4759
$2.15M ﹤0.01%
123,764
+63,911
4760
$2.15M ﹤0.01%
79,176
+24,717
4761
$2.14M ﹤0.01%
58,742
+24,339
4762
$2.14M ﹤0.01%
488,910
+263,792
4763
$2.14M ﹤0.01%
975,812
+926,247
4764
$2.13M ﹤0.01%
299,338
+122,497
4765
$2.13M ﹤0.01%
546,194
+348,806
4766
$2.13M ﹤0.01%
84,326
+36,877
4767
$2.12M ﹤0.01%
54,760
+42,013
4768
$2.12M ﹤0.01%
415,570
+222,111
4769
$2.12M ﹤0.01%
196,616
+93,706
4770
$2.12M ﹤0.01%
65,036
+53,408
4771
$2.11M ﹤0.01%
597,600
+248,726
4772
$2.11M ﹤0.01%
24,994
+16,527
4773
$2.1M ﹤0.01%
202,946
+103,761
4774
$2.08M ﹤0.01%
1,766,778
-156,298
4775
$2.08M ﹤0.01%
122,584
+86,122
189 190
191
192 193