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
926
$294M 0.01%
2,041,482
+1,076,381
927
$294M 0.01%
7,441,812
+3,692,740
928
$292M 0.01%
3,598,312
+1,640,939
929
$291M 0.01%
5,377,178
+3,132,960
930
$291M 0.01%
22,650,132
+11,093,146
931
$290M 0.01%
1,520,752
+759,482
932
$290M 0.01%
5,506,286
+2,784,736
933
$288M 0.01%
7,667,786
+5,292,423
934
$288M 0.01%
1,028,788
+482,827
935
$287M 0.01%
1,641,236
+938,579
936
$287M 0.01%
6,642,182
+2,581,856
937
$287M 0.01%
6,133,734
+1,681,812
938
$287M 0.01%
8,007,034
+3,828,107
939
$287M 0.01%
5,088,092
+2,608,988
940
$287M 0.01%
26,467,306
+13,997,945
941
$287M 0.01%
642,096
+326,492
942
$286M 0.01%
8,750,020
+3,875,456
943
$285M 0.01%
958,810
+425,588
944
$285M 0.01%
23,385,934
+11,107,525
945
$284M 0.01%
2,336,322
+1,194,489
946
$284M 0.01%
3,739,202
+1,722,085
947
$283M 0.01%
6,458,510
+1,945,244
948
$283M 0.01%
5,811,988
+3,178,766
949
$282M 0.01%
14,473,562
+4,909,769
950
$282M 0.01%
3,905,298
+1,826,792
36 37
38
39 40