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
2326
$55.3M ﹤0.01%
4,642,934
+2,173,919
2327
$55.3M ﹤0.01%
1,811,594
+1,127,095
2328
$55.3M ﹤0.01%
8,373,156
+4,190,473
2329
$55.3M ﹤0.01%
1,217,160
+821,404
2330
$55.2M ﹤0.01%
6,276,204
+3,710,287
2331
$55.2M ﹤0.01%
1,036,958
+705,877
2332
$55.1M ﹤0.01%
310,974
+72,749
2333
$55.1M ﹤0.01%
1,256,508
+438,494
2334
$55.1M ﹤0.01%
2,134,332
+630,561
2335
$55M ﹤0.01%
1,798,904
+1,063,478
2336
$55M ﹤0.01%
98,860
+61,051
2337
$55M ﹤0.01%
470,002
+281,923
2338
$54.9M ﹤0.01%
656,430
+319,622
2339
$54.9M ﹤0.01%
956,156
+478,516
2340
$54.9M ﹤0.01%
533,398
+194,050
2341
$54.8M ﹤0.01%
652,180
+219,450
2342
$54.8M ﹤0.01%
2,587,690
+1,383,898
2343
$54.8M ﹤0.01%
909,508
+448,669
2344
$54.8M ﹤0.01%
522,648
+279,295
2345
$54.7M ﹤0.01%
537,372
+381,675
2346
$54.7M ﹤0.01%
894,550
+459,732
2347
$54.7M ﹤0.01%
736,874
+408,281
2348
$54.7M ﹤0.01%
1,676,270
+1,335,340
2349
$54.7M ﹤0.01%
2,383,674
+1,954,670
2350
$54.6M ﹤0.01%
2,058,684
+1,605,628
92 93
94
95 96