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
5676
$266K ﹤0.01%
239,956
+116,648
5677
$266K ﹤0.01%
6,176
+3,089
5678
$266K ﹤0.01%
4,816
+4,740
5679
$265K ﹤0.01%
92,778
+47,351
5680
$265K ﹤0.01%
9,484
+4,743
5681
$264K ﹤0.01%
6,450
+3,225
5682
$263K ﹤0.01%
7,650
+3,825
5683
$263K ﹤0.01%
13,854
+6,927
5684
$261K ﹤0.01%
+11,308
5685
$260K ﹤0.01%
5,402
+1,833
5686
$260K ﹤0.01%
7,611
+4,663
5687
$260K ﹤0.01%
24,310
+12,155
5688
$260K ﹤0.01%
92,708
+47,754
5689
$259K ﹤0.01%
22,727
+8,861
5690
$258K ﹤0.01%
16,150
+8,956
5691
$258K ﹤0.01%
58,006
+29,004
5692
$257K ﹤0.01%
8,906
+8,845
5693
$257K ﹤0.01%
+6,986
5694
$256K ﹤0.01%
273,976
+264,016
5695
$256K ﹤0.01%
6,786
+1,920
5696
$255K ﹤0.01%
+18,976
5697
$254K ﹤0.01%
7,294
+2,802
5698
$252K ﹤0.01%
93,488
+46,744
5699
$252K ﹤0.01%
51,262
+46,319
5700
$252K ﹤0.01%
17,986
+8,651
226 227
228
229 230