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
1326
$159M 0.01%
3,598,940
+1,861,673
1327
$158M 0.01%
4,042,736
+1,410,279
1328
$158M 0.01%
2,736,064
+1,989,742
1329
$158M 0.01%
1,191,178
+780,571
1330
$158M 0.01%
1,662,624
+522,644
1331
$157M 0.01%
2,309,036
+1,114,856
1332
$157M 0.01%
1,288,634
+599,391
1333
$157M 0.01%
8,945,976
+5,677,893
1334
$157M 0.01%
2,577,892
+1,464,202
1335
$157M 0.01%
4,425,080
+2,706,647
1336
$157M 0.01%
3,321,678
+1,855,022
1337
$156M 0.01%
2,449,712
+655,293
1338
$156M 0.01%
6,281,880
+1,623,005
1339
$156M 0.01%
6,641,526
+2,652,620
1340
$155M 0.01%
765,324
+394,247
1341
$155M 0.01%
5,090,044
+1,999,103
1342
$155M 0.01%
1,899,894
+1,239,123
1343
$155M 0.01%
3,567,908
+2,234,063
1344
$155M 0.01%
3,764,046
+1,166,189
1345
$155M 0.01%
3,565,936
+1,607,476
1346
$154M 0.01%
2,885,328
+1,668,223
1347
$154M 0.01%
4,368,154
+2,155,692
1348
$154M 0.01%
1,789,752
+1,102,841
1349
$153M 0.01%
1,351,862
+735,062
1350
$153M 0.01%
23,412,990
+15,408,113
52 53
54
55 56