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
101
$4.37B 0.19%
9,328,758
+5,134,460
102
$4.35B 0.19%
45,273,514
+23,774,246
103
$4.33B 0.19%
41,665,226
+17,861,046
104
$4.26B 0.19%
14,399,228
+7,568,379
105
$4.26B 0.19%
40,361,572
+20,340,463
106
$4.12B 0.18%
10,298,716
+5,209,557
107
$4.11B 0.18%
21,524,876
+11,405,495
108
$4.08B 0.18%
35,147,540
+18,065,861
109
$4.06B 0.18%
37,530,974
+18,997,608
110
$3.96B 0.17%
23,266,920
+11,941,534
111
$3.96B 0.17%
22,751,700
+11,484,763
112
$3.93B 0.17%
79,785,946
+39,527,401
113
$3.86B 0.17%
20,062,918
+10,850,487
114
$3.84B 0.17%
46,563,820
+22,786,012
115
$3.83B 0.17%
69,049,280
+33,466,115
116
$3.78B 0.17%
6,931,576
+3,456,939
117
$3.76B 0.17%
91,413,086
+41,776,763
118
$3.73B 0.16%
12,463,448
+7,490,342
119
$3.73B 0.16%
9,886,112
+6,716,781
120
$3.71B 0.16%
67,528,184
+34,832,236
121
$3.63B 0.16%
48,141,212
+23,779,663
122
$3.6B 0.16%
12,380,208
+6,620,278
123
$3.47B 0.15%
10,294,330
+4,975,458
124
$3.47B 0.15%
23,707,346
+14,634,949
125
$3.43B 0.15%
49,851,038
+27,228,720
3 4
5
6 7