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
1926
$83.3M ﹤0.01%
2,502,256
+737,670
1927
$83.2M ﹤0.01%
16,935,046
+10,897,223
1928
$83.1M ﹤0.01%
792,844
+459,192
1929
$83M ﹤0.01%
2,857,722
+1,411,875
1930
$83M ﹤0.01%
1,007,034
+587,772
1931
$82.8M ﹤0.01%
1,488,968
+716,903
1932
$82.5M ﹤0.01%
1,165,858
+613,261
1933
$82.5M ﹤0.01%
7,995,362
+5,222,473
1934
$82.4M ﹤0.01%
2,115,872
+1,048,702
1935
$82.3M ﹤0.01%
7,070,616
+375,541
1936
$82.2M ﹤0.01%
3,580,100
+1,761,465
1937
$82M ﹤0.01%
2,704,718
+1,588,325
1938
$81.9M ﹤0.01%
2,068,934
+1,760,425
1939
$81.9M ﹤0.01%
880,708
+583,953
1940
$81.9M ﹤0.01%
4,092,950
+1,703,607
1941
$81.8M ﹤0.01%
2,950,694
+2,274,041
1942
$81.6M ﹤0.01%
1,223,478
+605,289
1943
$81.4M ﹤0.01%
9,594,174
+4,262,633
1944
$81.3M ﹤0.01%
1,327,210
+659,711
1945
$81.2M ﹤0.01%
874,468
+480,248
1946
$81.2M ﹤0.01%
2,573,958
+1,369,088
1947
$81M ﹤0.01%
1,714,184
+1,135,285
1948
$80.9M ﹤0.01%
2,691,034
+1,388,726
1949
$80.8M ﹤0.01%
1,278,760
+675,963
1950
$80.5M ﹤0.01%
4,707,710
+2,292,804
76 77
78
79 80