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
1851
$88.9M ﹤0.01%
2,361,490
+1,392,645
1852
$88.7M ﹤0.01%
1,259,076
+656,877
1853
$88.7M ﹤0.01%
5,401,924
+3,341,714
1854
$88M ﹤0.01%
1,162,064
+699,414
1855
$88M ﹤0.01%
802,738
+434,522
1856
$87.9M ﹤0.01%
1,674,590
+770,045
1857
$87.9M ﹤0.01%
2,320,086
+1,458,301
1858
$87.9M ﹤0.01%
809,394
+435,672
1859
$87.8M ﹤0.01%
2,466,542
+2,233,766
1860
$87.6M ﹤0.01%
1,623,170
+867,078
1861
$87.5M ﹤0.01%
766,616
+544,803
1862
$87.3M ﹤0.01%
3,461,018
+2,587,018
1863
$87.3M ﹤0.01%
2,692,952
+1,432,148
1864
$87.3M ﹤0.01%
3,902,320
+513,343
1865
$87.2M ﹤0.01%
5,260,466
+2,312,210
1866
$87.2M ﹤0.01%
12,673,216
+6,329,367
1867
$87.2M ﹤0.01%
1,164,384
+488,872
1868
$87.2M ﹤0.01%
6,495,654
+4,275,358
1869
$87.1M ﹤0.01%
4,455,570
+1,726,698
1870
$86.9M ﹤0.01%
873,690
+536,944
1871
$86.9M ﹤0.01%
1,539,832
+811,750
1872
$86.9M ﹤0.01%
21,183,506
+10,734,710
1873
$86.8M ﹤0.01%
20,013,596
+11,871,706
1874
$86.8M ﹤0.01%
892,104
+549,216
1875
$86.7M ﹤0.01%
3,744,602
+1,814,145
73 74
75
76 77