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
5576
$366K ﹤0.01%
10,812
-34,685
5577
$366K ﹤0.01%
10,996
+7,676
5578
$364K ﹤0.01%
59,506
-2,541
5579
$361K ﹤0.01%
11,682
+5,802
5580
$361K ﹤0.01%
279,850
+194,721
5581
$360K ﹤0.01%
6,698
-49,702
5582
$360K ﹤0.01%
26,702
+23,190
5583
$359K ﹤0.01%
107,246
+55,875
5584
$357K ﹤0.01%
127,060
+81,560
5585
$357K ﹤0.01%
24,502
+13,430
5586
$356K ﹤0.01%
99,896
+69,085
5587
$354K ﹤0.01%
11,500
+5,750
5588
$353K ﹤0.01%
20,174
+9,081
5589
$352K ﹤0.01%
152,330
+145,637
5590
$351K ﹤0.01%
8,928
+5,091
5591
$348K ﹤0.01%
67,578
+27,736
5592
$347K ﹤0.01%
9,496
+4,012
5593
$342K ﹤0.01%
33,380
+27,435
5594
$341K ﹤0.01%
592,338
+311,517
5595
$339K ﹤0.01%
68,682
+59,123
5596
$338K ﹤0.01%
19,258
+8,073
5597
$338K ﹤0.01%
112,228
+82,900
5598
$336K ﹤0.01%
7,872
+354
5599
$334K ﹤0.01%
27,802
+14,401
5600
$334K ﹤0.01%
191,098
+95,549
222 223
224
225 226