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
5051
$1.27M ﹤0.01%
73,528
+48,694
5052
$1.26M ﹤0.01%
93,908
+55,177
5053
$1.26M ﹤0.01%
44,976
+11,279
5054
$1.26M ﹤0.01%
232,880
+30,919
5055
$1.26M ﹤0.01%
131,945
+79,475
5056
$1.25M ﹤0.01%
131,228
+88,720
5057
$1.25M ﹤0.01%
21,606
+18,059
5058
$1.25M ﹤0.01%
51,922
+24,719
5059
$1.25M ﹤0.01%
62,514
+32,735
5060
$1.25M ﹤0.01%
205,180
+13,332
5061
$1.24M ﹤0.01%
26,464
+11,775
5062
$1.23M ﹤0.01%
272,426
+189,931
5063
$1.23M ﹤0.01%
465,340
+226,771
5064
$1.23M ﹤0.01%
43,472
+33,173
5065
$1.22M ﹤0.01%
39,672
+6,681
5066
$1.22M ﹤0.01%
126,322
+86,193
5067
$1.21M ﹤0.01%
29,380
+21,215
5068
$1.21M ﹤0.01%
160,208
+65,736
5069
$1.21M ﹤0.01%
197,392
+128,810
5070
$1.21M ﹤0.01%
39,734
+13,486
5071
$1.2M ﹤0.01%
170,920
-45,892
5072
$1.2M ﹤0.01%
1,123,284
+753,554
5073
$1.2M ﹤0.01%
29,666
+14,906
5074
$1.2M ﹤0.01%
109,110
+71,815
5075
$1.2M ﹤0.01%
144,418
+118,294
201 202
203
204 205