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
1901
$84.9M ﹤0.01%
882,618
+386,681
1902
$84.7M ﹤0.01%
406,600
+229,842
1903
$84.7M ﹤0.01%
1,422,614
+709,361
1904
$84.7M ﹤0.01%
2,907,970
+1,654,741
1905
$84.6M ﹤0.01%
2,045,374
+878,775
1906
$84.6M ﹤0.01%
3,953,486
+2,539,065
1907
$84.5M ﹤0.01%
376,104
+177,070
1908
$84.3M ﹤0.01%
1,176,138
+548,094
1909
$84.3M ﹤0.01%
2,360,980
+817,180
1910
$84.2M ﹤0.01%
1,115,334
+517,206
1911
$84.2M ﹤0.01%
2,592,272
+1,367,225
1912
$84.2M ﹤0.01%
831,438
+400,294
1913
$84.1M ﹤0.01%
10,412,374
+4,552,916
1914
$84.1M ﹤0.01%
1,051,942
+563,324
1915
$84.1M ﹤0.01%
1,261,858
+697,062
1916
$84.1M ﹤0.01%
2,280,920
+1,163,183
1917
$84M ﹤0.01%
729,822
+504,409
1918
$83.9M ﹤0.01%
3,187,442
+2,879,567
1919
$83.6M ﹤0.01%
900,920
+412,720
1920
$83.6M ﹤0.01%
4,124,364
+1,991,344
1921
$83.4M ﹤0.01%
3,136,710
+552,062
1922
$83.4M ﹤0.01%
1,528,052
+853,610
1923
$83.4M ﹤0.01%
1,086,738
+601,319
1924
$83.3M ﹤0.01%
5,660,486
+4,708,367
1925
$83.3M ﹤0.01%
2,073,360
+1,025,945
75 76
77
78 79