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
2426
$51M ﹤0.01%
1,550,582
+802,042
2427
$51M ﹤0.01%
4,595,342
+1,805,397
2428
$50.9M ﹤0.01%
2,978,966
+1,102,286
2429
$50.8M ﹤0.01%
3,650,310
+2,729,934
2430
$50.8M ﹤0.01%
7,283,824
+5,306,960
2431
$50.8M ﹤0.01%
5,151,798
+4,345,176
2432
$50.8M ﹤0.01%
6,599,552
+3,123,127
2433
$50.7M ﹤0.01%
4,921,432
+2,521,716
2434
$50.7M ﹤0.01%
1,173,344
+402,587
2435
$50.6M ﹤0.01%
2,128,384
+1,487,550
2436
$50.6M ﹤0.01%
2,673,304
+1,828,043
2437
$50.6M ﹤0.01%
1,181,964
+830,944
2438
$50.6M ﹤0.01%
4,865,984
+3,715,273
2439
$50.5M ﹤0.01%
4,632,664
+2,416,058
2440
$50.5M ﹤0.01%
433,958
+242,729
2441
$50.5M ﹤0.01%
1,971,186
+1,051,991
2442
$50.5M ﹤0.01%
914,744
+459,076
2443
$50.4M ﹤0.01%
1,606,172
+817,944
2444
$50.4M ﹤0.01%
2,868,478
+1,757,568
2445
$50.3M ﹤0.01%
3,472,022
+944,276
2446
$50.2M ﹤0.01%
236,048
+162,732
2447
$50.2M ﹤0.01%
2,460,678
+1,791,018
2448
$50.2M ﹤0.01%
2,331,504
+1,147,872
2449
$50.2M ﹤0.01%
2,952,334
+2,042,229
2450
$50.2M ﹤0.01%
308,646
+136,081
96 97
98
99 100