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
1451
$133M 0.01%
6,266,406
+451,034
1452
$133M 0.01%
3,816,454
+1,946,966
1453
$133M 0.01%
6,830,846
+5,641,924
1454
$133M 0.01%
4,916,564
+2,760,884
1455
$133M 0.01%
1,524,576
+817,618
1456
$133M 0.01%
5,909,058
+3,675,699
1457
$133M 0.01%
1,256,502
+675,792
1458
$132M 0.01%
1,940,778
+890,741
1459
$132M 0.01%
4,586,008
+2,176,372
1460
$132M 0.01%
8,852,642
+5,199,006
1461
$132M 0.01%
5,439,240
+3,072,052
1462
$132M 0.01%
8,101,490
+4,630,651
1463
$132M 0.01%
15,291,866
+7,551,436
1464
$132M 0.01%
5,845,292
+3,688,041
1465
$131M 0.01%
2,587,294
+1,109,486
1466
$131M 0.01%
548,512
+234,668
1467
$131M 0.01%
9,238,068
+7,026,418
1468
$131M 0.01%
1,094,218
+631,891
1469
$131M 0.01%
3,748,580
+1,968,743
1470
$131M 0.01%
25,005,586
+10,221,268
1471
$130M 0.01%
6,304,014
+3,692,381
1472
$130M 0.01%
6,234,432
+1,367,931
1473
$130M 0.01%
809,662
+428,444
1474
$130M 0.01%
5,676,892
+5,477,449
1475
$130M 0.01%
9,051,846
+4,765,526
57 58
59
60 61