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
5501
$453K ﹤0.01%
75,554
+63,267
5502
$452K ﹤0.01%
161,464
+71,044
5503
$450K ﹤0.01%
13,889
+11,654
5504
$450K ﹤0.01%
227,422
-115,536
5505
$450K ﹤0.01%
20,910
+9,184
5506
$450K ﹤0.01%
57,554
+39,742
5507
$448K ﹤0.01%
9,464
+5,011
5508
$448K ﹤0.01%
53,310
+31,044
5509
$447K ﹤0.01%
47,734
+34,855
5510
$446K ﹤0.01%
18,222
+11,706
5511
$443K ﹤0.01%
14,380
+6,775
5512
$439K ﹤0.01%
24,300
+13,327
5513
$436K ﹤0.01%
382,632
+180,687
5514
$436K ﹤0.01%
17,108
+9,464
5515
$436K ﹤0.01%
16,286
+7,368
5516
$435K ﹤0.01%
27,298
+10,628
5517
$435K ﹤0.01%
66,250
-11,668
5518
$434K ﹤0.01%
92,110
+43,859
5519
$434K ﹤0.01%
39,416
+28,529
5520
$432K ﹤0.01%
14,664
+7,292
5521
$432K ﹤0.01%
28,908
+28,818
5522
$430K ﹤0.01%
28,008
+24,399
5523
$429K ﹤0.01%
178,782
+126,471
5524
$426K ﹤0.01%
2,560
+2,232
5525
$424K ﹤0.01%
740,436
+329,337
219 220
221
222 223