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
1576
$116M 0.01%
1,484,530
+507,535
1577
$116M 0.01%
2,992,404
+1,545,690
1578
$116M 0.01%
962,756
+486,021
1579
$116M 0.01%
8,503,542
+5,848,800
1580
$116M 0.01%
1,868,654
+1,159,556
1581
$115M 0.01%
2,269,296
+1,426,102
1582
$115M 0.01%
721,298
+408,631
1583
$115M 0.01%
2,103,942
+1,039,528
1584
$115M 0.01%
2,173,770
+911,529
1585
$115M 0.01%
2,009,484
+910,707
1586
$115M 0.01%
5,397,736
+3,175,412
1587
$115M 0.01%
1,757,728
+878,135
1588
$115M 0.01%
7,709,456
+3,898,055
1589
$115M 0.01%
2,300,124
+1,236,363
1590
$114M 0.01%
1,339,174
+772,741
1591
$114M 0.01%
1,427,460
+684,757
1592
$114M 0.01%
4,655,914
+2,342,912
1593
$114M 0.01%
1,993,570
+953,297
1594
$114M 0.01%
1,466,870
+739,132
1595
$114M 0.01%
4,632,054
+1,890,675
1596
$114M 0.01%
10,235,702
+5,251,301
1597
$114M 0.01%
8,185,520
+4,501,520
1598
$114M 0.01%
3,448,514
+2,778,550
1599
$114M 0.01%
9,926,996
+2,164,141
1600
$114M 0.01%
2,866,612
+1,512,354
62 63
64
65 66