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
1251
$175M 0.01%
8,786,116
+4,605,017
1252
$175M 0.01%
3,986,614
+2,034,977
1253
$175M 0.01%
599,088
+332,450
1254
$174M 0.01%
4,265,122
+2,350,189
1255
$174M 0.01%
1,170,128
+643,275
1256
$174M 0.01%
3,846,144
+1,835,128
1257
$174M 0.01%
1,275,982
+744,868
1258
$174M 0.01%
39,622,238
+19,990,198
1259
$174M 0.01%
6,860,904
+4,036,512
1260
$173M 0.01%
2,744,792
+1,331,509
1261
$173M 0.01%
3,998,250
+1,873,654
1262
$173M 0.01%
4,052,936
+2,524,875
1263
$173M 0.01%
2,940,456
+1,458,354
1264
$173M 0.01%
589,210
+310,569
1265
$172M 0.01%
2,917,962
+1,460,579
1266
$172M 0.01%
1,360,046
+743,706
1267
$172M 0.01%
10,790,038
+7,305,066
1268
$172M 0.01%
1,447,190
+760,610
1269
$172M 0.01%
16,450,160
+10,641,682
1270
$172M 0.01%
2,593,186
+1,734,071
1271
$171M 0.01%
1,685,662
+597,891
1272
$171M 0.01%
2,568,230
+1,339,991
1273
$171M 0.01%
3,885,922
+1,971,825
1274
$171M 0.01%
5,421,070
+2,769,776
1275
$171M 0.01%
1,422,540
+699,498
49 50
51
52 53