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
476
$814M 0.04%
17,450,848
+10,047,389
477
$812M 0.04%
4,460,388
+2,425,635
478
$810M 0.04%
12,456,954
+6,711,635
479
$809M 0.04%
2,944,882
+1,359,523
480
$808M 0.04%
8,677,926
+5,528,719
481
$808M 0.04%
8,879,470
+4,657,927
482
$806M 0.04%
6,442,562
+3,263,920
483
$805M 0.04%
24,304,788
+11,139,746
484
$800M 0.04%
3,884,218
+2,057,382
485
$798M 0.04%
16,458,244
+7,589,567
486
$796M 0.04%
13,255,726
+6,288,358
487
$796M 0.04%
6,266,034
+2,863,165
488
$796M 0.04%
10,198,978
+5,425,716
489
$796M 0.04%
45,106,020
+24,705,927
490
$795M 0.04%
5,458,292
+2,167,176
491
$791M 0.03%
15,205,220
+7,597,714
492
$791M 0.03%
7,502,950
+3,868,748
493
$788M 0.03%
10,313,308
+5,315,780
494
$788M 0.03%
10,182,370
+5,200,264
495
$787M 0.03%
10,760,790
+5,327,216
496
$786M 0.03%
7,624,256
+3,917,166
497
$785M 0.03%
1,572,886
+822,255
498
$785M 0.03%
16,076,090
+8,460,303
499
$784M 0.03%
32,569,642
+18,709,314
500
$783M 0.03%
5,173,686
+2,699,109
18 19
20
21 22