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
1301
$164M 0.01%
1,816,150
+1,544,675
1302
$163M 0.01%
2,599,200
+1,407,321
1303
$162M 0.01%
7,836,984
+4,487,000
1304
$162M 0.01%
9,903,148
+6,897,591
1305
$162M 0.01%
3,071,580
+2,097,124
1306
$162M 0.01%
3,739,496
+2,372,723
1307
$162M 0.01%
5,323,766
+2,475,485
1308
$162M 0.01%
3,229,332
+1,873,403
1309
$161M 0.01%
500,142
+286,254
1310
$161M 0.01%
12,615,578
+8,233,239
1311
$161M 0.01%
13,259,854
+6,528,041
1312
$161M 0.01%
4,250,600
+1,900,163
1313
$161M 0.01%
5,430,760
+2,750,137
1314
$161M 0.01%
1,406,672
+673,499
1315
$161M 0.01%
4,816,346
+2,356,400
1316
$161M 0.01%
2,439,492
+1,236,350
1317
$161M 0.01%
1,472,416
+677,632
1318
$160M 0.01%
2,117,412
+1,112,298
1319
$160M 0.01%
10,523,064
+8,774,037
1320
$160M 0.01%
1,819,230
+925,990
1321
$160M 0.01%
6,129,736
+2,755,762
1322
$160M 0.01%
4,232,514
+2,508,129
1323
$159M 0.01%
10,303,702
+6,759,438
1324
$159M 0.01%
5,590,492
+2,695,425
1325
$159M 0.01%
1,445,832
+1,071,403
51 52
53
54 55