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
4676
$2.52M ﹤0.01%
300,908
+208,439
4677
$2.52M ﹤0.01%
794,764
+560,140
4678
$2.52M ﹤0.01%
296,702
+138,458
4679
$2.51M ﹤0.01%
87,046
+32,899
4680
$2.51M ﹤0.01%
97,320
+96,949
4681
$2.5M ﹤0.01%
118,206
+76,394
4682
$2.49M ﹤0.01%
397,172
-738,407
4683
$2.49M ﹤0.01%
324,644
+196,277
4684
$2.49M ﹤0.01%
815,312
+550,220
4685
$2.48M ﹤0.01%
96,648
+94,130
4686
$2.48M ﹤0.01%
88,534
+70,064
4687
$2.48M ﹤0.01%
61,804
+42,151
4688
$2.47M ﹤0.01%
798,356
+563,037
4689
$2.47M ﹤0.01%
114,826
+60,988
4690
$2.47M ﹤0.01%
937,584
+401,619
4691
$2.45M ﹤0.01%
69,014
+47,837
4692
$2.45M ﹤0.01%
354,732
+216,391
4693
$2.43M ﹤0.01%
76,546
+32,015
4694
$2.42M ﹤0.01%
1,605,088
+1,160,590
4695
$2.41M ﹤0.01%
218,744
+129,072
4696
$2.4M ﹤0.01%
220,452
+83,751
4697
$2.4M ﹤0.01%
244,920
+186,899
4698
$2.39M ﹤0.01%
373,666
+245,265
4699
$2.39M ﹤0.01%
71,112
+44,766
4700
$2.38M ﹤0.01%
48,908
+34,181
186 187
188
189 190