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
5601
$334K ﹤0.01%
10,362
+3,931
5602
$333K ﹤0.01%
10,582
+4,795
5603
$331K ﹤0.01%
88,560
+72,648
5604
$330K ﹤0.01%
62,416
+27,734
5605
$327K ﹤0.01%
723,468
+675,074
5606
$327K ﹤0.01%
98,156
+87,784
5607
$326K ﹤0.01%
189,718
+71,359
5608
$326K ﹤0.01%
29,788
+14,681
5609
$325K ﹤0.01%
26,437
+23,017
5610
$324K ﹤0.01%
9,228
+4,479
5611
$323K ﹤0.01%
12,348
+8,728
5612
$323K ﹤0.01%
13,178
+9,072
5613
$321K ﹤0.01%
29,566
+20,804
5614
$321K ﹤0.01%
6,582
+4,461
5615
$320K ﹤0.01%
53,574
+49,555
5616
$320K ﹤0.01%
100,072
+88,992
5617
$317K ﹤0.01%
40,318
+20,257
5618
$317K ﹤0.01%
37,689
+20,107
5619
$317K ﹤0.01%
78,744
+28,256
5620
$316K ﹤0.01%
13,227
+11,115
5621
$315K ﹤0.01%
29,029
+28,800
5622
$315K ﹤0.01%
117,076
+116,813
5623
$313K ﹤0.01%
37,274
+10,934
5624
$311K ﹤0.01%
2,742
+1,652
5625
$311K ﹤0.01%
35,920
+13,108
223 224
225
226 227