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
1076
$227M 0.01%
6,791,920
+3,708,080
1077
$226M 0.01%
10,530,774
+5,623,392
1078
$226M 0.01%
15,133,000
+5,373,782
1079
$226M 0.01%
1,319,284
+619,428
1080
$225M 0.01%
4,522,112
+3,420,666
1081
$224M 0.01%
2,947,972
+1,502,085
1082
$224M 0.01%
2,560,808
+1,256,809
1083
$223M 0.01%
944,220
+418,927
1084
$223M 0.01%
7,021,072
+2,825,076
1085
$222M 0.01%
663,454
+469,040
1086
$222M 0.01%
1,405,668
+758,541
1087
$222M 0.01%
1,239,854
+804,922
1088
$222M 0.01%
4,250,954
+2,172,500
1089
$221M 0.01%
20,105,054
+11,439,894
1090
$221M 0.01%
14,742,942
+9,126,856
1091
$221M 0.01%
420,834
+191,739
1092
$220M 0.01%
5,759,114
+2,877,391
1093
$220M 0.01%
3,018,666
+1,576,973
1094
$220M 0.01%
4,933,294
+2,432,099
1095
$220M 0.01%
11,497,490
+6,095,216
1096
$220M 0.01%
3,375,768
+1,342,623
1097
$220M 0.01%
13,472,404
+6,444,022
1098
$220M 0.01%
3,362,404
+2,071,202
1099
$219M 0.01%
3,286,256
+1,763,479
1100
$218M 0.01%
1,022,780
+688,907
42 43
44
45 46