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
2026
$74.4M ﹤0.01%
685,704
+252,452
2027
$74.4M ﹤0.01%
8,272,580
+6,032,243
2028
$74.4M ﹤0.01%
4,030,066
+1,933,379
2029
$74.3M ﹤0.01%
3,204,958
+1,652,644
2030
$74.2M ﹤0.01%
9,300,382
+5,962,996
2031
$74.1M ﹤0.01%
361,688
-311,831
2032
$74M ﹤0.01%
4,421,840
+2,010,789
2033
$73.9M ﹤0.01%
1,212,448
+626,408
2034
$73.7M ﹤0.01%
1,347,484
+640,185
2035
$73.7M ﹤0.01%
1,382,662
+728,579
2036
$73.7M ﹤0.01%
1,826,800
+882,429
2037
$73.6M ﹤0.01%
1,748,912
+720,042
2038
$73.6M ﹤0.01%
1,850,776
+1,402,075
2039
$73.4M ﹤0.01%
5,451,686
+3,603,595
2040
$73.4M ﹤0.01%
7,249,584
+3,580,669
2041
$73.3M ﹤0.01%
1,704,348
-401,383
2042
$73.2M ﹤0.01%
1,950,034
+1,136,440
2043
$73.2M ﹤0.01%
4,483,700
+2,539,282
2044
$73.2M ﹤0.01%
2,978,514
+1,546,802
2045
$73M ﹤0.01%
1,676,704
+966,079
2046
$72.9M ﹤0.01%
3,367,526
+2,751,245
2047
$72.9M ﹤0.01%
612,608
+310,018
2048
$72.8M ﹤0.01%
912,568
+568,620
2049
$72.8M ﹤0.01%
688,942
+485,497
2050
$72.6M ﹤0.01%
1,103,264
+545,553
80 81
82
83 84