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
2251
$59.7M ﹤0.01%
3,159,880
+1,456,814
2252
$59.6M ﹤0.01%
1,853,126
+1,323,777
2253
$59.5M ﹤0.01%
757,376
+378,395
2254
$59.5M ﹤0.01%
1,076,212
+553,777
2255
$59.5M ﹤0.01%
2,931,726
+2,348,109
2256
$59.5M ﹤0.01%
862,568
+393,174
2257
$59.4M ﹤0.01%
3,609,744
+2,353,559
2258
$59.3M ﹤0.01%
471,714
+271,184
2259
$59.3M ﹤0.01%
1,990,344
+748,318
2260
$59.2M ﹤0.01%
908,370
-164,528
2261
$59.1M ﹤0.01%
1,225,276
+713,128
2262
$59.1M ﹤0.01%
4,224,486
+1,701,706
2263
$59.1M ﹤0.01%
457,624
+288,418
2264
$59M ﹤0.01%
2,066,352
-563,257
2265
$59M ﹤0.01%
2,079,156
+127,634
2266
$59M ﹤0.01%
2,972,122
+1,574,582
2267
$58.8M ﹤0.01%
3,841,968
+1,517,595
2268
$58.7M ﹤0.01%
639,222
+318,229
2269
$58.7M ﹤0.01%
1,147,520
+565,395
2270
$58.6M ﹤0.01%
2,634,694
+865,338
2271
$58.6M ﹤0.01%
1,499,554
+580,272
2272
$58.6M ﹤0.01%
2,329,382
+1,070,824
2273
$58.5M ﹤0.01%
906,726
+448,195
2274
$58.5M ﹤0.01%
2,269,452
+1,532,462
2275
$58.3M ﹤0.01%
1,211,576
+874,563
89 90
91
92 93