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
4351
$4.46M ﹤0.01%
282,236
+178,390
4352
$4.43M ﹤0.01%
91,142
+44,795
4353
$4.43M ﹤0.01%
276,948
+140,851
4354
$4.41M ﹤0.01%
254,104
+119,163
4355
$4.41M ﹤0.01%
225,692
+128,618
4356
$4.41M ﹤0.01%
628,976
-210,497
4357
$4.4M ﹤0.01%
1,783,274
+1,373,723
4358
$4.39M ﹤0.01%
255,512
+177,331
4359
$4.35M ﹤0.01%
137,920
+52,067
4360
$4.33M ﹤0.01%
36,398
+18,043
4361
$4.32M ﹤0.01%
108,938
+103,673
4362
$4.31M ﹤0.01%
1,797,666
+1,103,178
4363
$4.31M ﹤0.01%
1,568,256
+1,564,589
4364
$4.31M ﹤0.01%
219,268
+97,604
4365
$4.31M ﹤0.01%
828,746
+464,818
4366
$4.3M ﹤0.01%
753,780
+172,365
4367
$4.3M ﹤0.01%
33,972
-940
4368
$4.3M ﹤0.01%
126,794
+51,593
4369
$4.29M ﹤0.01%
258,870
+158,402
4370
$4.29M ﹤0.01%
152,688
+71,299
4371
$4.28M ﹤0.01%
393,328
+214,442
4372
$4.28M ﹤0.01%
2,182,038
+1,109,113
4373
$4.27M ﹤0.01%
541,670
+383,204
4374
$4.27M ﹤0.01%
629,098
+324,547
4375
$4.26M ﹤0.01%
62,356
+30,173
173 174
175
176 177