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
4776
$2.08M ﹤0.01%
443,020
+367,094
4777
$2.07M ﹤0.01%
630,656
-53,880
4778
$2.07M ﹤0.01%
50,536
+39,302
4779
$2.07M ﹤0.01%
131,606
+97,021
4780
$2.07M ﹤0.01%
739,422
+459,175
4781
$2.07M ﹤0.01%
61,450
+42,032
4782
$2.06M ﹤0.01%
96,318
+45,634
4783
$2.06M ﹤0.01%
1,021,342
+802,199
4784
$2.06M ﹤0.01%
122,290
+37,712
4785
$2.06M ﹤0.01%
169,694
+100,027
4786
$2.06M ﹤0.01%
168,496
+109,829
4787
$2.05M ﹤0.01%
44,842
+44,404
4788
$2.05M ﹤0.01%
1,951,758
+253,367
4789
$2.05M ﹤0.01%
200,326
+57,200
4790
$2.04M ﹤0.01%
387,058
+376,404
4791
$2.04M ﹤0.01%
386,932
+269,624
4792
$2.04M ﹤0.01%
189,562
+114,432
4793
$2.04M ﹤0.01%
35,630
+17,667
4794
$2.03M ﹤0.01%
393,958
+233,883
4795
$2.03M ﹤0.01%
59,080
+31,776
4796
$2.03M ﹤0.01%
299,930
+235,883
4797
$2.03M ﹤0.01%
175,736
+80,088
4798
$2.02M ﹤0.01%
622,088
+360,249
4799
$2.02M ﹤0.01%
259,146
+212,009
4800
$2.01M ﹤0.01%
235,380
+115,473
190 191
192
193 194