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
4276
$5.13M ﹤0.01%
217,048
+118,194
4277
$5.12M ﹤0.01%
563,140
+357,310
4278
$5.11M ﹤0.01%
230,906
+102,571
4279
$5.09M ﹤0.01%
3,144,470
+1,518,213
4280
$5.06M ﹤0.01%
957,078
+426,892
4281
$5.06M ﹤0.01%
124,990
+64,415
4282
$5.06M ﹤0.01%
347,942
+268,698
4283
$5.05M ﹤0.01%
201,454
+113,448
4284
$5.05M ﹤0.01%
45,664
+22,378
4285
$5.03M ﹤0.01%
+490,982
4286
$5.02M ﹤0.01%
454,630
+220,701
4287
$5.02M ﹤0.01%
769,404
+327,766
4288
$4.97M ﹤0.01%
123,002
+69,631
4289
$4.95M ﹤0.01%
117,020
+55,821
4290
$4.94M ﹤0.01%
391,444
+306,967
4291
$4.94M ﹤0.01%
68,878
+41,426
4292
$4.94M ﹤0.01%
86,863
+71,725
4293
$4.93M ﹤0.01%
549,488
+346,555
4294
$4.93M ﹤0.01%
450,358
+377,287
4295
$4.93M ﹤0.01%
146,440
+60,871
4296
$4.93M ﹤0.01%
627,412
+337,589
4297
$4.92M ﹤0.01%
259,318
+195,913
4298
$4.91M ﹤0.01%
175,382
+71,127
4299
$4.91M ﹤0.01%
107,476
+14,024
4300
$4.91M ﹤0.01%
1,249,132
+518,661
170 171
172
173 174