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
5001
$1.4M ﹤0.01%
55,368
+40,090
5002
$1.39M ﹤0.01%
86,496
+42,152
5003
$1.39M ﹤0.01%
56,748
+56,248
5004
$1.39M ﹤0.01%
132,078
+54,765
5005
$1.39M ﹤0.01%
78,192
+52,644
5006
$1.39M ﹤0.01%
147,450
+63,226
5007
$1.38M ﹤0.01%
28,552
+14,728
5008
$1.38M ﹤0.01%
14,182
+8,234
5009
$1.37M ﹤0.01%
25,108
-13,511
5010
$1.37M ﹤0.01%
213,734
+144,048
5011
$1.37M ﹤0.01%
783,872
+627,582
5012
$1.37M ﹤0.01%
317,500
+210,279
5013
$1.37M ﹤0.01%
75,724
+29,546
5014
$1.37M ﹤0.01%
60,940
+36,734
5015
$1.37M ﹤0.01%
18,550
+6,157
5016
$1.37M ﹤0.01%
350,796
-75,992
5017
$1.37M ﹤0.01%
166,040
+120,724
5018
$1.36M ﹤0.01%
430,882
+303,001
5019
$1.36M ﹤0.01%
147,868
+90,960
5020
$1.36M ﹤0.01%
13,018
+6,503
5021
$1.36M ﹤0.01%
334,954
+259,169
5022
$1.36M ﹤0.01%
165,722
+155,478
5023
$1.36M ﹤0.01%
210,226
+137,979
5024
$1.36M ﹤0.01%
50,000
+25,000
5025
$1.35M ﹤0.01%
647,742
+322,612
199 200
201
202 203