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
1976
$78.6M ﹤0.01%
1,505,098
+926,991
1977
$78.5M ﹤0.01%
1,596,484
+1,439,956
1978
$78.5M ﹤0.01%
716,812
+188,173
1979
$78.4M ﹤0.01%
3,631,152
+1,688,642
1980
$78.4M ﹤0.01%
2,593,040
+1,365,384
1981
$78.3M ﹤0.01%
9,108,322
+4,632,160
1982
$78.3M ﹤0.01%
1,674,056
+897,517
1983
$78.1M ﹤0.01%
17,310,622
+8,612,444
1984
$78M ﹤0.01%
64,386
+22,056
1985
$78M ﹤0.01%
6,596,352
+2,105,503
1986
$78M ﹤0.01%
1,002,540
+430,242
1987
$77.9M ﹤0.01%
4,442,100
+2,556,780
1988
$77.8M ﹤0.01%
3,383,090
+1,916,565
1989
$77.8M ﹤0.01%
776,710
+383,309
1990
$77.8M ﹤0.01%
3,590,524
+1,849,089
1991
$77.3M ﹤0.01%
1,083,796
+628,789
1992
$77.3M ﹤0.01%
2,439,132
+1,442,120
1993
$77.2M ﹤0.01%
1,051,596
+571,470
1994
$77M ﹤0.01%
1,002,926
+406,719
1995
$77M ﹤0.01%
11,075,910
+8,522,660
1996
$77M ﹤0.01%
782,182
+501,545
1997
$76.9M ﹤0.01%
1,867,814
+495,758
1998
$76.9M ﹤0.01%
1,014,396
+746,582
1999
$76.9M ﹤0.01%
1,481,890
+755,445
2000
$76.6M ﹤0.01%
1,692,690
+1,194,256
78 79
80
81 82