Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.54T
1-Year Est. Return 22.88%
 

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
+22.88%
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
201
$2.1B 0.09%
39,100,598
+20,142,784
202
$2.08B 0.09%
25,627,742
+16,283,877
203
$2.07B 0.09%
2,051,126
+1,400,999
204
$2.07B 0.09%
2,731,632
+1,361,612
205
$2.06B 0.09%
8,536,792
+4,486,324
206
$2.06B 0.09%
4,029,948
+2,095,265
207
$2.06B 0.09%
14,463,596
+8,370,229
208
$2.04B 0.09%
18,309,820
+8,865,908
209
$2.02B 0.09%
20,770,750
+10,302,734
210
$2.01B 0.09%
8,912,430
+4,201,401
211
$2B 0.09%
2,279,038
+1,308,081
212
$2B 0.09%
32,584,294
+12,514,957
213
$1.99B 0.09%
4,356,048
+2,315,152
214
$1.97B 0.09%
43,060,800
+25,623,000
215
$1.94B 0.09%
23,924,076
+9,031,226
216
$1.91B 0.08%
7,992,784
+4,197,388
217
$1.91B 0.08%
15,752,406
+7,962,632
218
$1.9B 0.08%
23,243,268
+11,462,730
219
$1.89B 0.08%
8,383,324
+4,243,736
220
$1.89B 0.08%
12,187,312
+5,790,058
221
$1.89B 0.08%
19,634,134
+4,186,740
222
$1.88B 0.08%
3,877,246
+2,015,330
223
$1.87B 0.08%
14,078,558
+7,309,598
224
$1.87B 0.08%
8,095,294
+4,368,972
225
$1.86B 0.08%
6,836,296
+3,850,687
7 8
9
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