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
4576
$3.1M ﹤0.01%
309,598
+125,330
4577
$3.09M ﹤0.01%
347,226
+284,296
4578
$3.09M ﹤0.01%
144,934
+97,584
4579
$3.09M ﹤0.01%
120,226
+44,407
4580
$3.08M ﹤0.01%
127,460
+76,707
4581
$3.08M ﹤0.01%
127,614
+76,310
4582
$3.08M ﹤0.01%
77,400
+67,867
4583
$3.08M ﹤0.01%
598,690
+286,195
4584
$3.08M ﹤0.01%
58,324
+12,398
4585
$3.07M ﹤0.01%
616,558
+483,324
4586
$3.07M ﹤0.01%
62,398
+29,935
4587
$3.07M ﹤0.01%
548,524
+193,599
4588
$3.06M ﹤0.01%
101,088
+51,565
4589
$3.06M ﹤0.01%
49,282
+23,385
4590
$3.06M ﹤0.01%
501,216
+248,392
4591
$3.06M ﹤0.01%
1,543,338
+759,991
4592
$3.05M ﹤0.01%
8,952
+6,378
4593
$3.04M ﹤0.01%
279,816
+123,030
4594
$3.04M ﹤0.01%
951,686
+606,804
4595
$3.03M ﹤0.01%
189,914
+30,139
4596
$3.03M ﹤0.01%
105,820
+30,342
4597
$3.03M ﹤0.01%
66,604
+39,436
4598
$3.02M ﹤0.01%
217,130
+157,883
4599
$3.02M ﹤0.01%
772,502
+454,971
4600
$3.02M ﹤0.01%
55,180
+28,886
182 183
184
185 186