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
1526
$122M 0.01%
793,196
+434,139
1527
$122M 0.01%
1,499,936
+660,246
1528
$122M 0.01%
3,080,086
+1,905,752
1529
$122M 0.01%
671,384
+334,971
1530
$122M 0.01%
1,818,148
+918,142
1531
$122M 0.01%
1,269,496
+613,520
1532
$122M 0.01%
2,701,700
+1,319,330
1533
$121M 0.01%
935,648
+603,070
1534
$121M 0.01%
6,310,496
+3,494,023
1535
$121M 0.01%
894,812
+470,883
1536
$121M 0.01%
1,011,390
+500,255
1537
$121M 0.01%
2,352,816
+1,078,553
1538
$120M 0.01%
2,016,468
+981,510
1539
$120M 0.01%
2,118,038
+1,218,506
1540
$120M 0.01%
389,036
+106,462
1541
$120M 0.01%
5,237,839
+1,046,805
1542
$120M 0.01%
545,734
+302,038
1543
$120M 0.01%
692,258
+485,455
1544
$120M 0.01%
1,373,994
+714,292
1545
$120M 0.01%
3,180,106
+1,399,830
1546
$120M 0.01%
906,176
+539,517
1547
$120M 0.01%
18,916,429
+14,422,199
1548
$119M 0.01%
4,306,990
+1,880,719
1549
$119M 0.01%
11,259,396
+4,462,268
1550
$119M 0.01%
1,572,566
+983,989
60 61
62
63 64