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
2151
$66M ﹤0.01%
1,684,486
+832,797
2152
$65.9M ﹤0.01%
3,923,078
+3,009,983
2153
$65.9M ﹤0.01%
781,214
+405,716
2154
$65.8M ﹤0.01%
1,831,244
+770,036
2155
$65.7M ﹤0.01%
1,235,542
+548,610
2156
$65.7M ﹤0.01%
1,166,102
+713,922
2157
$65.5M ﹤0.01%
2,876,598
+1,892,230
2158
$65.5M ﹤0.01%
3,251,326
+1,448,584
2159
$65.4M ﹤0.01%
1,631,760
+822,389
2160
$65.4M ﹤0.01%
3,640,764
+3,258,849
2161
$65.3M ﹤0.01%
1,094,526
+616,014
2162
$65.3M ﹤0.01%
2,071,096
+902,532
2163
$65.3M ﹤0.01%
7,052,614
+2,568,810
2164
$65.2M ﹤0.01%
2,735,270
+1,816,960
2165
$65.2M ﹤0.01%
613,562
+234,479
2166
$65.1M ﹤0.01%
4,787,508
+2,489,432
2167
$65.1M ﹤0.01%
776,384
+428,291
2168
$65.1M ﹤0.01%
882,706
+367,874
2169
$65M ﹤0.01%
599,026
+417,626
2170
$64.8M ﹤0.01%
3,895,400
+3,007,033
2171
$64.8M ﹤0.01%
775,338
+441,483
2172
$64.7M ﹤0.01%
698,094
+381,104
2173
$64.7M ﹤0.01%
11,666,220
+7,328,581
2174
$64.7M ﹤0.01%
391,196
+216,222
2175
$64.7M ﹤0.01%
3,527,250
+1,824,262
85 86
87
88 89