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
4976
$1.47M ﹤0.01%
150,928
-16,860
4977
$1.47M ﹤0.01%
374,964
+285,928
4978
$1.47M ﹤0.01%
68,154
+50,770
4979
$1.47M ﹤0.01%
165,534
+144,450
4980
$1.47M ﹤0.01%
60,134
+21,979
4981
$1.46M ﹤0.01%
177,482
+75,273
4982
$1.46M ﹤0.01%
112,687
+43,056
4983
$1.45M ﹤0.01%
94,024
+25,317
4984
$1.45M ﹤0.01%
33,180
+13,775
4985
$1.45M ﹤0.01%
73,078
-12,779
4986
$1.45M ﹤0.01%
460,286
+274,134
4987
$1.45M ﹤0.01%
134,896
+114,440
4988
$1.45M ﹤0.01%
65,322
+9,362
4989
$1.44M ﹤0.01%
958,848
+468,829
4990
$1.44M ﹤0.01%
79,760
+38,359
4991
$1.42M ﹤0.01%
316,738
+95,069
4992
$1.42M ﹤0.01%
48,880
+23,340
4993
$1.42M ﹤0.01%
25,392
-1,583
4994
$1.41M ﹤0.01%
33,656
+27,928
4995
$1.41M ﹤0.01%
28,734
+14,376
4996
$1.41M ﹤0.01%
187,068
+129,013
4997
$1.41M ﹤0.01%
22,488
+18,549
4998
$1.41M ﹤0.01%
56,774
+47,464
4999
$1.41M ﹤0.01%
191,008
+63,125
5000
$1.4M ﹤0.01%
461,192
+244,942
198 199
200
201 202