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
4901
$1.64M ﹤0.01%
57,052
+27,097
4902
$1.64M ﹤0.01%
124,666
+103,706
4903
$1.64M ﹤0.01%
75,192
+71,136
4904
$1.64M ﹤0.01%
372,194
+198,002
4905
$1.64M ﹤0.01%
149,514
+122,111
4906
$1.63M ﹤0.01%
22,261
+10,363
4907
$1.63M ﹤0.01%
56,812
+34,289
4908
$1.62M ﹤0.01%
63,858
+34,449
4909
$1.62M ﹤0.01%
19,958
+10,389
4910
$1.62M ﹤0.01%
1,487,314
+1,224,331
4911
$1.62M ﹤0.01%
59,426
+45,882
4912
$1.62M ﹤0.01%
508,728
+367,372
4913
$1.61M ﹤0.01%
46,166
+26,020
4914
$1.61M ﹤0.01%
71,980
+56,717
4915
$1.61M ﹤0.01%
595,410
+196,234
4916
$1.61M ﹤0.01%
55,668
+53,571
4917
$1.61M ﹤0.01%
170,226
+105,654
4918
$1.61M ﹤0.01%
79,168
+49,140
4919
$1.61M ﹤0.01%
39,834
+19,817
4920
$1.6M ﹤0.01%
42,394
-130,046
4921
$1.6M ﹤0.01%
267,868
+138,225
4922
$1.6M ﹤0.01%
48,558
+32,891
4923
$1.6M ﹤0.01%
194,572
+122,463
4924
$1.59M ﹤0.01%
65,600
+56,130
4925
$1.59M ﹤0.01%
59,078
+42,062
195 196
197
198 199