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
4951
$1.55M ﹤0.01%
82,956
+31,565
4952
$1.54M ﹤0.01%
1,426,826
+1,088,311
4953
$1.54M ﹤0.01%
731,392
+431,867
4954
$1.53M ﹤0.01%
213,000
+126,753
4955
$1.53M ﹤0.01%
186,568
+86,690
4956
$1.53M ﹤0.01%
27,450
+18,366
4957
$1.53M ﹤0.01%
290,160
+42,763
4958
$1.53M ﹤0.01%
82,790
+35,905
4959
$1.53M ﹤0.01%
39,722
+1,395
4960
$1.52M ﹤0.01%
221,302
+130,957
4961
$1.52M ﹤0.01%
213,222
-612,445
4962
$1.52M ﹤0.01%
280,782
+133,868
4963
$1.52M ﹤0.01%
39,772
+19,894
4964
$1.52M ﹤0.01%
141,512
+111,646
4965
$1.51M ﹤0.01%
18,792
+12,082
4966
$1.51M ﹤0.01%
+442,800
4967
$1.51M ﹤0.01%
108,757
+85,298
4968
$1.5M ﹤0.01%
464,012
+379,989
4969
$1.5M ﹤0.01%
188,612
+84,817
4970
$1.5M ﹤0.01%
41,306
+31,308
4971
$1.5M ﹤0.01%
104,118
+36,673
4972
$1.49M ﹤0.01%
9,028
+6,276
4973
$1.49M ﹤0.01%
98,608
+77,662
4974
$1.48M ﹤0.01%
64,734
-52,141
4975
$1.48M ﹤0.01%
72,306
+49,239
197 198
199
200 201