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
5351
$666K ﹤0.01%
88,848
+44,122
5352
$664K ﹤0.01%
65,734
+48,884
5353
$662K ﹤0.01%
70,422
+35,210
5354
$659K ﹤0.01%
17,736
-106
5355
$658K ﹤0.01%
63,400
+31,386
5356
$658K ﹤0.01%
117,202
+79,789
5357
$657K ﹤0.01%
50,600
+38,236
5358
$654K ﹤0.01%
20,772
+11,263
5359
$653K ﹤0.01%
18,940
+18,868
5360
$653K ﹤0.01%
14,756
+9,437
5361
$649K ﹤0.01%
204,686
+151,112
5362
$648K ﹤0.01%
81,372
+34,824
5363
$648K ﹤0.01%
9,026
+3,673
5364
$647K ﹤0.01%
20,000
+10,000
5365
$643K ﹤0.01%
23,204
+11,402
5366
$643K ﹤0.01%
14,349
-78
5367
$641K ﹤0.01%
40,592
+25,883
5368
$641K ﹤0.01%
16,856
+14,639
5369
$641K ﹤0.01%
92,168
-840,094
5370
$639K ﹤0.01%
314,786
+253,113
5371
$638K ﹤0.01%
57,076
+55,374
5372
$637K ﹤0.01%
618,198
+561,038
5373
$635K ﹤0.01%
21,282
+12,932
5374
$635K ﹤0.01%
4,872
-47,385
5375
$631K ﹤0.01%
1,660,908
+1,314,628
213 214
215
216 217