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
4176
$6.1M ﹤0.01%
36,828
+26,003
4177
$6.08M ﹤0.01%
67,196
+32,151
4178
$6.07M ﹤0.01%
255,676
+157,199
4179
$6.05M ﹤0.01%
2,800,632
+1,864,837
4180
$6.04M ﹤0.01%
390,204
+236,320
4181
$6.03M ﹤0.01%
728,716
+374,101
4182
$6.02M ﹤0.01%
1,199,436
+801,535
4183
$6M ﹤0.01%
442,164
+264,821
4184
$5.99M ﹤0.01%
1,663,432
+768,492
4185
$5.98M ﹤0.01%
1,466,804
+873,841
4186
$5.98M ﹤0.01%
386,746
+267,147
4187
$5.95M ﹤0.01%
1,022,054
+551,552
4188
$5.95M ﹤0.01%
223,088
+75,995
4189
$5.94M ﹤0.01%
270,060
+188,588
4190
$5.93M ﹤0.01%
91,690
-51,254
4191
$5.93M ﹤0.01%
2,470,712
+1,860,672
4192
$5.92M ﹤0.01%
68,366
+59,281
4193
$5.92M ﹤0.01%
616,490
+218,947
4194
$5.92M ﹤0.01%
526,898
+274,277
4195
$5.91M ﹤0.01%
174,408
+108,148
4196
$5.91M ﹤0.01%
279,280
+197,560
4197
$5.83M ﹤0.01%
185,706
-223,036
4198
$5.83M ﹤0.01%
556,704
+361,465
4199
$5.8M ﹤0.01%
755,076
+721,726
4200
$5.79M ﹤0.01%
55,696
+32,701
166 167
168
169 170