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
1101
$218M 0.01%
22,219,164
+19,933,963
1102
$218M 0.01%
13,670,092
+7,502,698
1103
$217M 0.01%
5,562,294
+2,973,308
1104
$217M 0.01%
3,463,774
+2,068,477
1105
$216M 0.01%
10,354,478
+4,723,635
1106
$215M 0.01%
2,335,750
+1,968,917
1107
$215M 0.01%
7,593,676
+4,574,845
1108
$214M 0.01%
5,163,464
+2,421,617
1109
$214M 0.01%
21,544,874
+12,730,129
1110
$214M 0.01%
24,733,114
+12,792,140
1111
$214M 0.01%
6,277,700
+3,098,937
1112
$213M 0.01%
5,046,818
+3,314,161
1113
$212M 0.01%
2,162,538
+1,271,753
1114
$212M 0.01%
691,996
+381,123
1115
$211M 0.01%
1,621,062
+777,951
1116
$211M 0.01%
7,702,748
+3,475,096
1117
$211M 0.01%
2,764,398
+897,987
1118
$211M 0.01%
1,685,502
+1,059,924
1119
$210M 0.01%
3,431,542
+2,784,567
1120
$210M 0.01%
5,703,660
+2,741,236
1121
$210M 0.01%
2,213,472
+1,087,151
1122
$210M 0.01%
24,109,454
+11,906,858
1123
$209M 0.01%
10,328,852
+6,406,435
1124
$209M 0.01%
13,696,410
+11,780,695
1125
$209M 0.01%
2,220,406
+1,453,020
43 44
45
46 47