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
5626
$309K ﹤0.01%
4,206
+2,290
5627
$308K ﹤0.01%
12,422
+6,122
5628
$303K ﹤0.01%
191,920
+137,179
5629
$303K ﹤0.01%
14,644
+7,222
5630
$302K ﹤0.01%
2,750
-200
5631
$301K ﹤0.01%
7,775
+2,761
5632
$300K ﹤0.01%
169,668
+94,243
5633
$300K ﹤0.01%
8,727
+5,898
5634
$300K ﹤0.01%
5,151
-60,008
5635
$299K ﹤0.01%
50,986
+46,584
5636
$299K ﹤0.01%
6,972
+5,787
5637
$297K ﹤0.01%
128,484
+67,970
5638
$294K ﹤0.01%
6,384
+3,293
5639
$294K ﹤0.01%
22,912
+17,887
5640
$294K ﹤0.01%
12,340
+5,788
5641
$294K ﹤0.01%
2,762
+2,288
5642
$293K ﹤0.01%
10,764
+5,923
5643
$293K ﹤0.01%
16,320
+7,786
5644
$291K ﹤0.01%
6,850
+3,425
5645
$290K ﹤0.01%
6,282
+3,141
5646
$290K ﹤0.01%
17,966
+15,118
5647
$290K ﹤0.01%
144,422
+62,970
5648
$290K ﹤0.01%
17,002
+8,502
5649
$289K ﹤0.01%
8,368
+2,295
5650
$289K ﹤0.01%
48,492
+24,247
224 225
226
227 228