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
2351
$54.5M ﹤0.01%
1,863,334
+1,122,638
2352
$54.5M ﹤0.01%
920,682
+455,017
2353
$54.5M ﹤0.01%
649,928
+351,431
2354
$54.4M ﹤0.01%
2,979,450
+1,512,545
2355
$54.4M ﹤0.01%
5,165,422
+4,638,847
2356
$54.4M ﹤0.01%
1,299,944
+765,936
2357
$54.4M ﹤0.01%
3,497,488
+2,058,034
2358
$54.3M ﹤0.01%
1,247,558
+1,063,791
2359
$54.1M ﹤0.01%
5,756,022
+3,331,071
2360
$54.1M ﹤0.01%
1,892,198
+774,977
2361
$54.1M ﹤0.01%
438,812
+237,711
2362
$54M ﹤0.01%
821,618
+419,839
2363
$54M ﹤0.01%
3,142,808
+2,247,079
2364
$54M ﹤0.01%
2,246,564
+804,820
2365
$54M ﹤0.01%
4,533,792
+2,262,672
2366
$54M ﹤0.01%
915,376
+487,523
2367
$53.9M ﹤0.01%
3,625,966
+1,347,554
2368
$53.8M ﹤0.01%
1,286,154
+721,501
2369
$53.8M ﹤0.01%
4,042,790
+3,935,048
2370
$53.7M ﹤0.01%
2,093,562
+1,418,128
2371
$53.6M ﹤0.01%
729,268
+329,549
2372
$53.6M ﹤0.01%
2,066,156
+1,587,057
2373
$53.5M ﹤0.01%
401,874
+263,091
2374
$53.4M ﹤0.01%
1,547,776
+1,015,717
2375
$53.3M ﹤0.01%
3,639,030
+1,503,314
93 94
95
96 97