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
2201
$63.6M ﹤0.01%
3,137,568
+1,671,700
2202
$63.5M ﹤0.01%
1,784,354
+905,035
2203
$63.5M ﹤0.01%
1,802,626
+1,362,716
2204
$63.4M ﹤0.01%
584,998
+446,273
2205
$63.3M ﹤0.01%
2,641,142
+1,241,678
2206
$63.3M ﹤0.01%
1,267,730
+599,595
2207
$63.3M ﹤0.01%
4,995,506
+3,214,960
2208
$63.2M ﹤0.01%
1,263,264
+797,251
2209
$63.1M ﹤0.01%
1,219,648
+864,008
2210
$63.1M ﹤0.01%
743,900
+535,406
2211
$63.1M ﹤0.01%
665,672
+350,538
2212
$62.9M ﹤0.01%
2,273,130
+1,304,132
2213
$62.8M ﹤0.01%
1,232,732
+386,133
2214
$62.7M ﹤0.01%
2,995,956
+2,321,289
2215
$62.6M ﹤0.01%
7,053,916
+4,382,972
2216
$62.5M ﹤0.01%
7,222,742
+4,887,849
2217
$62.5M ﹤0.01%
5,089,200
+2,426,087
2218
$62.5M ﹤0.01%
31,266,978
-603,984
2219
$62.5M ﹤0.01%
480,334
+287,397
2220
$62M ﹤0.01%
10,658,484
+6,171,456
2221
$62M ﹤0.01%
14,084,270
+9,699,605
2222
$61.7M ﹤0.01%
2,003,502
+1,415,037
2223
$61.6M ﹤0.01%
575,488
+414,547
2224
$61.5M ﹤0.01%
3,269,346
+2,249,484
2225
$61.4M ﹤0.01%
1,016,266
+561,070
87 88
89
90 91