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
4076
$7.13M ﹤0.01%
191,688
+104,978
4077
$7.09M ﹤0.01%
1,104,712
+534,221
4078
$7.08M ﹤0.01%
535,090
+324,095
4079
$7.06M ﹤0.01%
1,622,748
+940,529
4080
$7.05M ﹤0.01%
463,434
+216,230
4081
$7.04M ﹤0.01%
87,488
+46,102
4082
$7.04M ﹤0.01%
90,418
-44,673
4083
$7.04M ﹤0.01%
235,944
+112,287
4084
$7.03M ﹤0.01%
150,166
+65,049
4085
$7.02M ﹤0.01%
159,406
+124,498
4086
$6.99M ﹤0.01%
348,264
+227,337
4087
$6.99M ﹤0.01%
258,884
+180,144
4088
$6.98M ﹤0.01%
172,874
+88,008
4089
$6.97M ﹤0.01%
1,220,962
-345,119
4090
$6.97M ﹤0.01%
209,070
+56,890
4091
$6.96M ﹤0.01%
91,520
+45,152
4092
$6.95M ﹤0.01%
745,108
+264,274
4093
$6.92M ﹤0.01%
680,164
+388,156
4094
$6.9M ﹤0.01%
483,394
+142,421
4095
$6.89M ﹤0.01%
219,280
+160,586
4096
$6.89M ﹤0.01%
145,222
+91,815
4097
$6.89M ﹤0.01%
1,991,296
+859,093
4098
$6.88M ﹤0.01%
817,528
+520,062
4099
$6.84M ﹤0.01%
1,124,842
+496,127
4100
$6.83M ﹤0.01%
513,156
+294,422
162 163
164
165 166