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
1801
$93.3M ﹤0.01%
2,688,100
+1,329,919
1802
$93.3M ﹤0.01%
3,700,776
+2,075,474
1803
$93M ﹤0.01%
1,491,492
+831,851
1804
$93M ﹤0.01%
3,230,432
+1,945,028
1805
$93M ﹤0.01%
315,934
+170,379
1806
$92.9M ﹤0.01%
5,482,862
+5,003,838
1807
$92.9M ﹤0.01%
2,512,028
+1,262,883
1808
$92.6M ﹤0.01%
3,008,006
+1,215,748
1809
$92.4M ﹤0.01%
2,595,692
+1,239,266
1810
$92.4M ﹤0.01%
2,034,100
+984,964
1811
$92.3M ﹤0.01%
732,438
+433,637
1812
$92.2M ﹤0.01%
4,206,382
+3,231,418
1813
$92.1M ﹤0.01%
1,827,374
+807,170
1814
$92M ﹤0.01%
1,892,842
+1,290,626
1815
$92M ﹤0.01%
2,453,272
+1,234,742
1816
$91.8M ﹤0.01%
38,397,508
+19,036,828
1817
$91.4M ﹤0.01%
269,570
+172,975
1818
$91.2M ﹤0.01%
1,068,998
+660,504
1819
$91.2M ﹤0.01%
2,156,338
+1,599,187
1820
$91.1M ﹤0.01%
1,441,686
+773,927
1821
$91M ﹤0.01%
3,932,402
+2,687,726
1822
$91M ﹤0.01%
981,906
+693,044
1823
$90.9M ﹤0.01%
2,154,776
+1,300,590
1824
$90.9M ﹤0.01%
11,054,332
+6,831,823
1825
$90.7M ﹤0.01%
2,753,792
+1,123,788
71 72
73
74 75