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
4801
$2.01M ﹤0.01%
170,826
+76,413
4802
$2M ﹤0.01%
100,240
+83,670
4803
$2M ﹤0.01%
231,180
+110,242
4804
$2M ﹤0.01%
105,204
+56,771
4805
$1.99M ﹤0.01%
75,984
+55,782
4806
$1.99M ﹤0.01%
67,320
+47,925
4807
$1.98M ﹤0.01%
925,070
+667,025
4808
$1.97M ﹤0.01%
84,998
+36,783
4809
$1.97M ﹤0.01%
268,248
+173,700
4810
$1.97M ﹤0.01%
24,340
+12,007
4811
$1.96M ﹤0.01%
1,033,392
+44,711
4812
$1.96M ﹤0.01%
143,876
+94,930
4813
$1.95M ﹤0.01%
50,242
+27,924
4814
$1.95M ﹤0.01%
140,956
+135,921
4815
$1.95M ﹤0.01%
399,128
+240,257
4816
$1.95M ﹤0.01%
687,452
+474,001
4817
$1.94M ﹤0.01%
60,924
+29,306
4818
$1.93M ﹤0.01%
14,078
+9,609
4819
$1.93M ﹤0.01%
+798,438
4820
$1.93M ﹤0.01%
967,840
+486,840
4821
$1.92M ﹤0.01%
380,656
+290,789
4822
$1.92M ﹤0.01%
70,550
+52,625
4823
$1.92M ﹤0.01%
447,848
+294,593
4824
$1.92M ﹤0.01%
1,655,414
+1,191,144
4825
$1.92M ﹤0.01%
121,640
+70,463
191 192
193
194 195