Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.54T
1-Year Est. Return 22.88%
 

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
+22.88%
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
76
$5.22B 0.23%
26,246,534
+13,001,531
77
$5.09B 0.22%
27,167,338
+14,166,196
78
$5.06B 0.22%
8,094,776
+4,246,375
79
$5.06B 0.22%
60,745,680
+29,094,171
80
$5.02B 0.22%
21,563,628
+10,761,417
81
$5B 0.22%
99,421,776
+52,047,500
82
$4.99B 0.22%
60,803,494
+36,512,088
83
$4.88B 0.21%
19,859,750
+10,988,462
84
$4.86B 0.21%
24,637,496
+12,368,042
85
$4.83B 0.21%
61,230,570
+30,115,866
86
$4.83B 0.21%
29,533,172
+13,275,383
87
$4.8B 0.21%
21,587,972
+10,657,279
88
$4.76B 0.21%
108,582,168
+56,914,069
89
$4.74B 0.21%
50,555,074
+25,802,096
90
$4.73B 0.21%
164,213,072
+79,285,270
91
$4.72B 0.21%
10,412,484
+5,354,248
92
$4.7B 0.21%
18,032,218
+9,669,951
93
$4.66B 0.21%
29,060,842
+17,805,352
94
$4.57B 0.2%
18,986,678
+9,846,020
95
$4.57B 0.2%
11,836,426
+6,143,095
96
$4.54B 0.2%
26,604,642
+12,450,284
97
$4.51B 0.2%
33,815,062
+16,381,797
98
$4.46B 0.2%
59,389,076
+30,010,562
99
$4.46B 0.2%
57,891,462
+28,086,875
100
$4.41B 0.19%
10,000,314
+4,341,449
2 3
4
5 6