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
4476
$3.61M ﹤0.01%
386,578
+110,556
4477
$3.61M ﹤0.01%
293,186
+147,744
4478
$3.61M ﹤0.01%
171,378
+97,577
4479
$3.6M ﹤0.01%
1,221,680
+801,185
4480
$3.6M ﹤0.01%
43,748
+23,946
4481
$3.6M ﹤0.01%
272,918
+134,556
4482
$3.6M ﹤0.01%
322,770
+236,454
4483
$3.58M ﹤0.01%
16,960
+13,372
4484
$3.57M ﹤0.01%
25,114
+21,077
4485
$3.57M ﹤0.01%
53,810
+37,583
4486
$3.56M ﹤0.01%
440,994
+76,257
4487
$3.56M ﹤0.01%
382,418
+268,641
4488
$3.56M ﹤0.01%
255,234
+193,928
4489
$3.56M ﹤0.01%
127,926
+19,955
4490
$3.55M ﹤0.01%
165,338
+87,573
4491
$3.55M ﹤0.01%
875,656
+589,358
4492
$3.54M ﹤0.01%
186,922
+131,004
4493
$3.54M ﹤0.01%
289,012
+187,839
4494
$3.53M ﹤0.01%
30,402
+12,585
4495
$3.51M ﹤0.01%
212,813
+162,516
4496
$3.51M ﹤0.01%
130,434
+80,340
4497
$3.51M ﹤0.01%
224,310
+117,023
4498
$3.51M ﹤0.01%
249,210
+74,446
4499
$3.51M ﹤0.01%
788,210
+545,949
4500
$3.5M ﹤0.01%
603,786
+248,183
178 179
180
181 182