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
5276
$773K ﹤0.01%
8,268
+3,611
5277
$773K ﹤0.01%
10,824
+7,547
5278
$772K ﹤0.01%
28,692
+14,545
5279
$771K ﹤0.01%
17,270
+7,965
5280
$770K ﹤0.01%
88,082
+20,337
5281
$767K ﹤0.01%
433,076
+261,007
5282
$766K ﹤0.01%
100,896
+61,178
5283
$765K ﹤0.01%
424,934
+212,467
5284
$761K ﹤0.01%
86,852
+76,373
5285
$758K ﹤0.01%
864
+231
5286
$757K ﹤0.01%
24,500
+12,377
5287
$756K ﹤0.01%
21,178
+19,709
5288
$755K ﹤0.01%
33,866
+14,518
5289
$755K ﹤0.01%
23,230
+6,241
5290
$749K ﹤0.01%
21,408
+17,217
5291
$748K ﹤0.01%
21,860
+7,062
5292
$748K ﹤0.01%
11,913
+7,519
5293
$747K ﹤0.01%
66,072
+60,841
5294
$746K ﹤0.01%
180,220
+56,883
5295
$742K ﹤0.01%
23,398
+14,047
5296
$742K ﹤0.01%
74,092
+51,602
5297
$741K ﹤0.01%
29,944
+14,972
5298
$740K ﹤0.01%
12,996
+7,803
5299
$739K ﹤0.01%
210,048
+143,296
5300
$739K ﹤0.01%
767,328
+83,975
210 211
212
213 214