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
4126
$6.63M ﹤0.01%
785,832
+514,127
4127
$6.62M ﹤0.01%
708,294
+235,615
4128
$6.61M ﹤0.01%
91,396
+42,143
4129
$6.61M ﹤0.01%
2,210,000
+106,220
4130
$6.6M ﹤0.01%
438,932
+226,991
4131
$6.6M ﹤0.01%
1,869,178
+1,190,980
4132
$6.59M ﹤0.01%
1,309,482
+900,527
4133
$6.58M ﹤0.01%
217,648
+120,181
4134
$6.57M ﹤0.01%
1,939,150
+35,394
4135
$6.55M ﹤0.01%
6,295,544
+3,121,186
4136
$6.53M ﹤0.01%
352,804
+166,326
4137
$6.53M ﹤0.01%
916,950
-1,043,260
4138
$6.49M ﹤0.01%
487,208
+416,592
4139
$6.49M ﹤0.01%
9,677,840
+5,121,900
4140
$6.49M ﹤0.01%
665,668
+310,272
4141
$6.49M ﹤0.01%
579,424
+317,951
4142
$6.46M ﹤0.01%
134,824
+54,001
4143
$6.46M ﹤0.01%
724,698
+374,595
4144
$6.44M ﹤0.01%
388,900
+228,983
4145
$6.43M ﹤0.01%
586,924
+359,231
4146
$6.41M ﹤0.01%
220,002
+217,358
4147
$6.4M ﹤0.01%
336,394
+196,214
4148
$6.4M ﹤0.01%
609,256
+340,557
4149
$6.35M ﹤0.01%
905,632
+553,450
4150
$6.34M ﹤0.01%
337,018
+154,944
164 165
166
167 168