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
5251
$814K ﹤0.01%
13,178
+6,351
5252
$811K ﹤0.01%
52,531
+26,630
5253
$810K ﹤0.01%
135,534
+88,073
5254
$809K ﹤0.01%
14,394
+7,185
5255
$807K ﹤0.01%
262,162
-229,540
5256
$806K ﹤0.01%
+30,028
5257
$802K ﹤0.01%
23,314
+8,395
5258
$801K ﹤0.01%
32,685
+24,876
5259
$801K ﹤0.01%
123,936
+119,852
5260
$798K ﹤0.01%
55,316
+41,781
5261
$797K ﹤0.01%
6,740
+4,931
5262
$796K ﹤0.01%
25,436
+15,341
5263
$788K ﹤0.01%
+37,026
5264
$787K ﹤0.01%
23,182
+10,198
5265
$787K ﹤0.01%
89,188
+40,404
5266
$786K ﹤0.01%
299,966
+226,095
5267
$784K ﹤0.01%
110,982
+57,124
5268
$783K ﹤0.01%
302,354
+226,000
5269
$781K ﹤0.01%
400,602
+321,640
5270
$779K ﹤0.01%
22,646
+16,291
5271
$778K ﹤0.01%
34,580
+25,005
5272
$778K ﹤0.01%
16,758
+8,872
5273
$775K ﹤0.01%
207,768
+206,103
5274
$774K ﹤0.01%
17,206
+13,355
5275
$774K ﹤0.01%
13,316
+11,050
209 210
211
212 213