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
1626
$110M ﹤0.01%
2,180,526
+1,147,122
1627
$110M ﹤0.01%
1,369,638
+717,075
1628
$110M ﹤0.01%
12,711,076
+6,196,811
1629
$110M ﹤0.01%
886,416
+401,316
1630
$110M ﹤0.01%
3,616,016
+2,155,038
1631
$110M ﹤0.01%
3,755,890
+1,657,599
1632
$110M ﹤0.01%
1,327,816
+646,829
1633
$110M ﹤0.01%
4,364,394
+1,586,060
1634
$110M ﹤0.01%
1,619,372
+838,590
1635
$110M ﹤0.01%
10,344,146
+5,172,074
1636
$109M ﹤0.01%
939,130
+467,844
1637
$109M ﹤0.01%
26,755,512
+19,814,968
1638
$109M ﹤0.01%
1,696,452
+936,244
1639
$109M ﹤0.01%
3,223,528
+2,442,329
1640
$109M ﹤0.01%
2,301,288
+1,259,852
1641
$109M ﹤0.01%
90,992
+30,679
1642
$109M ﹤0.01%
1,146,202
+565,172
1643
$109M ﹤0.01%
7,340,400
+3,815,740
1644
$109M ﹤0.01%
1,076,980
+836,465
1645
$109M ﹤0.01%
4,289,146
+2,078,145
1646
$109M ﹤0.01%
5,606,100
+2,227,899
1647
$108M ﹤0.01%
2,358,316
+1,337,348
1648
$108M ﹤0.01%
5,907,144
+4,192,504
1649
$108M ﹤0.01%
1,441,404
+781,021
1650
$108M ﹤0.01%
859,018
+467,488
64 65
66
67 68