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
5026
$1.35M ﹤0.01%
118,558
+86,610
5027
$1.35M ﹤0.01%
111,392
+100,895
5028
$1.35M ﹤0.01%
30,484
+20,729
5029
$1.35M ﹤0.01%
34,420
+24,271
5030
$1.34M ﹤0.01%
+81,472
5031
$1.34M ﹤0.01%
213,030
+98,303
5032
$1.33M ﹤0.01%
28,082
+12,673
5033
$1.33M ﹤0.01%
51,906
+44,050
5034
$1.32M ﹤0.01%
34,220
+19,336
5035
$1.31M ﹤0.01%
+221,366
5036
$1.31M ﹤0.01%
61,890
+20,622
5037
$1.31M ﹤0.01%
130,108
+97,674
5038
$1.3M ﹤0.01%
577,096
-229,802
5039
$1.3M ﹤0.01%
118,448
-166,703
5040
$1.3M ﹤0.01%
41,184
+20,379
5041
$1.3M ﹤0.01%
23,618
+22,254
5042
$1.29M ﹤0.01%
246,634
+87,669
5043
$1.29M ﹤0.01%
17,900
+9,563
5044
$1.29M ﹤0.01%
158,154
+137,258
5045
$1.29M ﹤0.01%
64,292
+42,866
5046
$1.29M ﹤0.01%
162,064
+88,531
5047
$1.28M ﹤0.01%
698,950
+513,609
5048
$1.27M ﹤0.01%
226,014
+113,565
5049
$1.27M ﹤0.01%
33,486
+15,344
5050
$1.27M ﹤0.01%
51,170
+39,451
200 201
202
203 204