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
2301
$56.8M ﹤0.01%
1,710,288
+1,107,770
2302
$56.6M ﹤0.01%
5,563,660
+1,946,147
2303
$56.5M ﹤0.01%
1,151,142
+624,992
2304
$56.5M ﹤0.01%
1,933,036
+1,286,156
2305
$56.5M ﹤0.01%
1,317,416
+649,924
2306
$56.4M ﹤0.01%
1,032,338
+448,020
2307
$56.4M ﹤0.01%
4,185,738
+3,744,102
2308
$56.4M ﹤0.01%
2,668,686
+2,659,416
2309
$56.4M ﹤0.01%
1,167,104
+555,505
2310
$56.3M ﹤0.01%
3,026,262
+2,135,580
2311
$56.1M ﹤0.01%
3,002,334
+1,346,120
2312
$56.1M ﹤0.01%
2,179,688
+1,155,650
2313
$56.1M ﹤0.01%
1,969,584
+1,072,288
2314
$56M ﹤0.01%
3,190,958
+1,699,469
2315
$56M ﹤0.01%
2,041,490
+1,518,681
2316
$55.9M ﹤0.01%
2,396,960
+2,145,248
2317
$55.8M ﹤0.01%
1,516,022
+726,042
2318
$55.8M ﹤0.01%
8,821,714
+4,681,448
2319
$55.7M ﹤0.01%
3,973,618
+2,369,902
2320
$55.7M ﹤0.01%
13,267,632
+7,036,564
2321
$55.7M ﹤0.01%
430,898
+298,298
2322
$55.6M ﹤0.01%
916,626
+415,708
2323
$55.6M ﹤0.01%
564,380
+306,730
2324
$55.4M ﹤0.01%
4,722,442
+2,567,275
2325
$55.4M ﹤0.01%
3,465,318
+1,810,012
91 92
93
94 95