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
5226
$855K ﹤0.01%
240,504
+134,334
5227
$855K ﹤0.01%
6,251
+3,333
5228
$854K ﹤0.01%
20,778
+15,794
5229
$847K ﹤0.01%
173,598
+140,094
5230
$846K ﹤0.01%
170,292
+101,474
5231
$841K ﹤0.01%
34,102
+12,569
5232
$840K ﹤0.01%
213,266
+110,196
5233
$839K ﹤0.01%
307,430
+229,200
5234
$838K ﹤0.01%
516,992
+452,176
5235
$836K ﹤0.01%
36,140
+36,084
5236
$836K ﹤0.01%
200,000
+100,000
5237
$836K ﹤0.01%
17,238
+8,619
5238
$836K ﹤0.01%
79,316
+66,397
5239
$836K ﹤0.01%
1,026,984
+698,204
5240
$834K ﹤0.01%
87,192
+45,307
5241
$828K ﹤0.01%
216,198
+108,091
5242
$826K ﹤0.01%
35,120
+18,626
5243
$825K ﹤0.01%
112,296
+91,013
5244
$825K ﹤0.01%
143,744
+102,902
5245
$824K ﹤0.01%
36,746
+27,807
5246
$823K ﹤0.01%
91,402
+58,792
5247
$822K ﹤0.01%
304,310
+149,466
5248
$820K ﹤0.01%
27,138
+9,479
5249
$820K ﹤0.01%
56,342
-26,058
5250
$819K ﹤0.01%
21,118
+13,462
208 209
210
211 212