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
4876
$1.71M ﹤0.01%
182,508
+95,195
4877
$1.71M ﹤0.01%
51,502
+35,901
4878
$1.71M ﹤0.01%
124,596
-34,016
4879
$1.71M ﹤0.01%
104,710
+61,277
4880
$1.71M ﹤0.01%
233,242
+137,537
4881
$1.71M ﹤0.01%
305,586
+154,976
4882
$1.71M ﹤0.01%
159,306
+8,484
4883
$1.7M ﹤0.01%
130,845
+84,695
4884
$1.69M ﹤0.01%
249,886
+126,443
4885
$1.69M ﹤0.01%
131,494
+71,609
4886
$1.69M ﹤0.01%
87,186
+83,740
4887
$1.67M ﹤0.01%
47,724
+45,980
4888
$1.67M ﹤0.01%
33,844
+12,790
4889
$1.67M ﹤0.01%
91,489
+44,788
4890
$1.67M ﹤0.01%
1,347,558
+935,729
4891
$1.67M ﹤0.01%
595,460
+356,465
4892
$1.66M ﹤0.01%
621,002
+261,690
4893
$1.66M ﹤0.01%
70,450
+52,996
4894
$1.66M ﹤0.01%
36,890
+17,319
4895
$1.66M ﹤0.01%
64,090
+12,681
4896
$1.65M ﹤0.01%
33,100
+26,033
4897
$1.65M ﹤0.01%
386,688
+310,801
4898
$1.65M ﹤0.01%
914,278
+370,775
4899
$1.64M ﹤0.01%
118,098
+75,733
4900
$1.64M ﹤0.01%
54,364
+15,855
194 195
196
197 198