Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.68%
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
+$44.4B
2
+$42.3B
3
+$23.5B
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$19.2B
5
NVDA icon
NVIDIA
NVDA
+$15.5B

Top Sells

1
+$1.03B
2
+$669M
3
+$329M
4
VMW
VMware, Inc
VMW
+$270M
5
SGEN
Seagen Inc. Common Stock
SGEN
+$211M

Sector Composition

1 Technology 21.33%
2 Financials 10.39%
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
2976
$29.8M ﹤0.01%
1,387,270
+680,772
2977
$29.7M ﹤0.01%
169,714
+44,675
2978
$29.7M ﹤0.01%
5,012,888
+2,562,120
2979
$29.7M ﹤0.01%
707,010
+305,036
2980
$29.6M ﹤0.01%
2,717,394
+1,446,011
2981
$29.6M ﹤0.01%
872,180
+483,667
2982
$29.6M ﹤0.01%
795,584
+518,997
2983
$29.6M ﹤0.01%
3,772,400
+2,221,410
2984
$29.6M ﹤0.01%
1,147,834
+847,946
2985
$29.5M ﹤0.01%
567,788
+312,773
2986
$29.5M ﹤0.01%
1,455,198
+979,058
2987
$29.5M ﹤0.01%
1,920,650
+961,568
2988
$29.5M ﹤0.01%
1,005,672
+509,240
2989
$29.4M ﹤0.01%
905,796
+850,555
2990
$29.4M ﹤0.01%
1,050,422
+516,719
2991
$29.4M ﹤0.01%
1,879,918
+1,623,881
2992
$29.4M ﹤0.01%
506,728
+316,006
2993
$29.4M ﹤0.01%
1,861,422
+875,413
2994
$29.4M ﹤0.01%
638,484
+76,515
2995
$29.4M ﹤0.01%
2,260,006
+1,487,121
2996
$29.3M ﹤0.01%
153,438
+80,798
2997
$29.3M ﹤0.01%
2,333,510
+1,069,555
2998
$29.2M ﹤0.01%
516,738
+213,138
2999
$29.2M ﹤0.01%
9,249,982
+7,194,943
3000
$29.2M ﹤0.01%
588,962
+247,645
118 119
120
121 122