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
4151
$6.34M ﹤0.01%
667,416
+336,906
4152
$6.34M ﹤0.01%
152,898
+76,068
4153
$6.32M ﹤0.01%
666,230
+368,181
4154
$6.31M ﹤0.01%
444,688
+377,149
4155
$6.31M ﹤0.01%
622,810
-473,275
4156
$6.3M ﹤0.01%
520,508
+157,278
4157
$6.27M ﹤0.01%
325,214
+187,554
4158
$6.26M ﹤0.01%
244,590
+185,053
4159
$6.25M ﹤0.01%
288,552
+199,085
4160
$6.25M ﹤0.01%
687,980
+375,386
4161
$6.22M ﹤0.01%
653,518
+371,358
4162
$6.22M ﹤0.01%
214,168
-39,906
4163
$6.22M ﹤0.01%
3,531,608
+2,029,095
4164
$6.21M ﹤0.01%
1,069,136
+702,220
4165
$6.19M ﹤0.01%
274,682
+158,713
4166
$6.19M ﹤0.01%
77,424
+45,108
4167
$6.19M ﹤0.01%
3,034,428
+1,393,713
4168
$6.19M ﹤0.01%
930,686
+483,064
4169
$6.18M ﹤0.01%
89,230
+63,045
4170
$6.17M ﹤0.01%
350,928
+162,415
4171
$6.17M ﹤0.01%
101,466
+51,182
4172
$6.15M ﹤0.01%
169,662
+78,673
4173
$6.15M ﹤0.01%
749,533
+447,589
4174
$6.14M ﹤0.01%
343,526
+128,460
4175
$6.12M ﹤0.01%
130,638
+65,372
165 166
167
168 169