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
4826
$1.92M ﹤0.01%
236,814
+172,718
4827
$1.91M ﹤0.01%
91,756
+1,429
4828
$1.91M ﹤0.01%
171,126
+124,442
4829
$1.91M ﹤0.01%
14,328
+6,709
4830
$1.89M ﹤0.01%
85,086
+72,196
4831
$1.89M ﹤0.01%
810,548
+488,494
4832
$1.89M ﹤0.01%
501,946
+370,245
4833
$1.89M ﹤0.01%
188,396
+130,037
4834
$1.87M ﹤0.01%
15,216
+6,269
4835
$1.86M ﹤0.01%
110,152
+75,904
4836
$1.86M ﹤0.01%
559,856
+235,348
4837
$1.86M ﹤0.01%
480,092
+256,732
4838
$1.86M ﹤0.01%
90,996
+47,914
4839
$1.85M ﹤0.01%
52,144
-9,220
4840
$1.85M ﹤0.01%
564,810
+326,832
4841
$1.84M ﹤0.01%
101,382
+91,942
4842
$1.84M ﹤0.01%
143,470
+54,883
4843
$1.84M ﹤0.01%
610,364
+570,061
4844
$1.82M ﹤0.01%
74,066
+36,107
4845
$1.82M ﹤0.01%
134,872
+134,672
4846
$1.82M ﹤0.01%
112,210
+74,265
4847
$1.81M ﹤0.01%
60,036
+44,026
4848
$1.81M ﹤0.01%
170,986
+101,773
4849
$1.81M ﹤0.01%
178,906
+78,480
4850
$1.8M ﹤0.01%
1,242,916
+1,020,478
192 193
194
195 196