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
1351
$153M 0.01%
3,962,356
+1,766,482
1352
$153M 0.01%
802,770
+372,275
1353
$153M 0.01%
3,640,536
+2,506,659
1354
$152M 0.01%
2,688,890
+1,142,638
1355
$152M 0.01%
797,112
+412,223
1356
$151M 0.01%
3,578,208
+1,799,407
1357
$151M 0.01%
7,495,934
+3,398,734
1358
$151M 0.01%
38,613,134
+18,503,119
1359
$150M 0.01%
4,843,598
+3,134,945
1360
$150M 0.01%
7,733,318
+4,223,777
1361
$150M 0.01%
2,463,038
+1,245,621
1362
$150M 0.01%
3,332,218
+1,098,924
1363
$149M 0.01%
2,901,540
+1,765,711
1364
$149M 0.01%
17,161,016
+10,828,736
1365
$149M 0.01%
976,606
+613,455
1366
$149M 0.01%
8,048,680
+3,670,809
1367
$148M 0.01%
5,172,098
+2,957,911
1368
$148M 0.01%
1,474,002
+936,310
1369
$148M 0.01%
485,808
+262,845
1370
$148M 0.01%
11,945,506
+10,051,263
1371
$148M 0.01%
6,832,717
+3,966,922
1372
$147M 0.01%
1,523,508
+662,312
1373
$147M 0.01%
13,627,958
+7,785,519
1374
$146M 0.01%
1,816,766
+1,361,598
1375
$146M 0.01%
2,340,106
+1,166,792
53 54
55
56 57