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
1401
$140M 0.01%
5,037,230
+3,024,438
1402
$139M 0.01%
1,746,498
+872,636
1403
$139M 0.01%
4,948,780
+2,840,968
1404
$139M 0.01%
40,434,748
+21,052,256
1405
$139M 0.01%
10,096,484
+5,281,129
1406
$139M 0.01%
2,454,020
+1,158,432
1407
$139M 0.01%
2,581,008
+1,814,213
1408
$139M 0.01%
1,323,224
+780,472
1409
$139M 0.01%
1,498,808
+702,413
1410
$139M 0.01%
4,361,720
+4,281,256
1411
$139M 0.01%
1,719,306
+917,722
1412
$138M 0.01%
9,695,070
+4,461,789
1413
$138M 0.01%
10,868,706
+5,892,757
1414
$138M 0.01%
2,897,192
+1,589,533
1415
$137M 0.01%
4,269,228
+2,152,646
1416
$137M 0.01%
6,372,952
+4,294,365
1417
$137M 0.01%
2,905,466
+1,820,446
1418
$137M 0.01%
2,345,736
+1,272,647
1419
$137M 0.01%
365,148
+153,691
1420
$137M 0.01%
1,779,570
+986,095
1421
$137M 0.01%
2,088,048
+1,093,964
1422
$136M 0.01%
13,723,038
+5,787,651
1423
$136M 0.01%
4,608,526
+2,510,740
1424
$136M 0.01%
4,165,208
+2,326,868
1425
$136M 0.01%
1,641,360
+437,944
55 56
57
58 59