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
5426
$557K ﹤0.01%
565,284
+353,151
5427
$553K ﹤0.01%
21,482
+10,801
5428
$553K ﹤0.01%
90,283
+64,930
5429
$551K ﹤0.01%
70,410
+35,129
5430
$550K ﹤0.01%
14,756
+7,378
5431
$549K ﹤0.01%
303,296
+213,336
5432
$547K ﹤0.01%
181,734
+98,432
5433
$546K ﹤0.01%
24,613
+19,161
5434
$546K ﹤0.01%
116,968
+99,885
5435
$546K ﹤0.01%
171,056
+81,868
5436
$545K ﹤0.01%
85,514
+43,080
5437
$544K ﹤0.01%
41,200
+30,000
5438
$543K ﹤0.01%
64,588
+43,184
5439
$539K ﹤0.01%
201,156
+170,499
5440
$539K ﹤0.01%
16,764
+8,493
5441
$535K ﹤0.01%
33,950
+29,519
5442
$535K ﹤0.01%
13,226
+7,069
5443
$534K ﹤0.01%
25,962
-10,794
5444
$534K ﹤0.01%
202,938
+169,520
5445
$532K ﹤0.01%
17,342
+6,893
5446
$527K ﹤0.01%
27,036
+5,332
5447
$527K ﹤0.01%
30,100
+16,050
5448
$525K ﹤0.01%
27,874
+13,534
5449
$524K ﹤0.01%
704,000
+343,500
5450
$524K ﹤0.01%
19,116
+9,759
216 217
218
219 220