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
5101
$1.12M ﹤0.01%
44,598
+44,328
5102
$1.12M ﹤0.01%
219,644
+84,277
5103
$1.12M ﹤0.01%
12,448
+9,279
5104
$1.12M ﹤0.01%
22,132
+11,066
5105
$1.11M ﹤0.01%
443,664
+307,516
5106
$1.11M ﹤0.01%
16,314
+13,559
5107
$1.11M ﹤0.01%
90,876
+64,482
5108
$1.1M ﹤0.01%
+45,480
5109
$1.1M ﹤0.01%
53,538
+19,263
5110
$1.1M ﹤0.01%
19,628
+16,905
5111
$1.1M ﹤0.01%
158,761
+78,504
5112
$1.1M ﹤0.01%
204,276
+171,562
5113
$1.1M ﹤0.01%
153,224
+106,658
5114
$1.08M ﹤0.01%
36,080
+27,388
5115
$1.08M ﹤0.01%
89,756
+59,891
5116
$1.08M ﹤0.01%
47,358
+47,179
5117
$1.07M ﹤0.01%
5,312
+2,846
5118
$1.07M ﹤0.01%
58,508
+37,656
5119
$1.07M ﹤0.01%
380,646
+211,543
5120
$1.06M ﹤0.01%
108,816
+91,668
5121
$1.06M ﹤0.01%
62,158
+61,758
5122
$1.06M ﹤0.01%
45,868
+14,547
5123
$1.05M ﹤0.01%
91,238
-137,166
5124
$1.05M ﹤0.01%
971,924
+723,951
5125
$1.05M ﹤0.01%
162,738
+10,796
203 204
205
206 207