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
1601
$113M 0.01%
7,746,298
+3,911,928
1602
$113M 0.01%
1,755,828
+1,481,633
1603
$113M 0.01%
3,826,786
+2,050,768
1604
$113M 0.01%
2,733,206
+1,833,752
1605
$113M 0.01%
3,248,308
+1,586,659
1606
$113M 0.01%
2,249,762
+1,169,139
1607
$113M 0.01%
1,845,876
+988,436
1608
$113M 0.01%
2,872,962
+1,512,150
1609
$113M 0.01%
2,151,092
+1,427,862
1610
$112M 0.01%
4,921,030
+2,171,280
1611
$112M ﹤0.01%
675,798
+424,381
1612
$112M ﹤0.01%
1,344,858
+895,405
1613
$112M ﹤0.01%
7,664,428
+2,785,368
1614
$112M ﹤0.01%
2,125,954
+974,013
1615
$112M ﹤0.01%
6,283,116
+3,235,498
1616
$111M ﹤0.01%
13,167,338
+4,838,650
1617
$111M ﹤0.01%
967,400
+482,781
1618
$111M ﹤0.01%
1,446,344
+592,354
1619
$111M ﹤0.01%
3,143,528
+1,917,021
1620
$111M ﹤0.01%
4,054,392
+2,237,602
1621
$111M ﹤0.01%
19,960,444
+8,662,777
1622
$111M ﹤0.01%
2,116,444
+1,037,526
1623
$111M ﹤0.01%
1,193,030
+617,475
1624
$111M ﹤0.01%
1,980,588
+1,166,302
1625
$110M ﹤0.01%
4,539,278
+3,315,590
63 64
65
66 67