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
1751
$97.1M ﹤0.01%
576,502
+391,480
1752
$97.1M ﹤0.01%
4,207,948
+3,020,489
1753
$97.1M ﹤0.01%
2,384,830
+1,917,947
1754
$97M ﹤0.01%
7,476,202
+3,467,858
1755
$97M ﹤0.01%
1,025,948
+561,908
1756
$96.9M ﹤0.01%
1,933,706
+696,606
1757
$96.8M ﹤0.01%
3,698,154
+1,884,314
1758
$96.7M ﹤0.01%
528,814
+261,725
1759
$96.6M ﹤0.01%
4,133,652
+2,217,570
1760
$96.6M ﹤0.01%
3,156,320
+612,994
1761
$96.5M ﹤0.01%
1,199,558
+670,480
1762
$96.5M ﹤0.01%
2,215,956
-497,493
1763
$96.4M ﹤0.01%
6,923,372
+3,440,737
1764
$96.3M ﹤0.01%
3,854,686
+1,937,351
1765
$96.2M ﹤0.01%
1,463,694
+787,964
1766
$96.1M ﹤0.01%
791,664
+361,019
1767
$96M ﹤0.01%
864,912
+478,845
1768
$95.8M ﹤0.01%
3,961,974
+1,752,639
1769
$95.8M ﹤0.01%
1,027,992
+321,944
1770
$95.8M ﹤0.01%
3,227,312
+2,204,369
1771
$95.8M ﹤0.01%
1,775,204
+1,318,251
1772
$95.5M ﹤0.01%
2,288,878
+1,382,476
1773
$95.5M ﹤0.01%
4,810,860
+2,247,891
1774
$95.5M ﹤0.01%
4,314,142
+1,766,520
1775
$95.4M ﹤0.01%
1,569,610
+778,725
69 70
71
72 73