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
5701
$251K ﹤0.01%
10,858
+7,535
5702
$249K ﹤0.01%
16,732
+10,766
5703
$247K ﹤0.01%
6,224
-6,438
5704
$246K ﹤0.01%
18,322
+17,428
5705
$245K ﹤0.01%
157,842
+94,182
5706
$245K ﹤0.01%
13,086
+6,537
5707
$244K ﹤0.01%
37,766
+20,257
5708
$244K ﹤0.01%
35,932
+31,821
5709
$244K ﹤0.01%
22,277
+14,613
5710
$243K ﹤0.01%
57,076
+44,076
5711
$242K ﹤0.01%
73,846
+70,845
5712
$241K ﹤0.01%
45,536
+33,863
5713
$241K ﹤0.01%
9,913
+3,706
5714
$240K ﹤0.01%
6,000
+3,000
5715
$240K ﹤0.01%
88,920
+44,764
5716
$239K ﹤0.01%
+8,926
5717
$238K ﹤0.01%
44,826
+19,414
5718
$237K ﹤0.01%
61,526
+27,162
5719
$237K ﹤0.01%
14,816
+7,560
5720
$236K ﹤0.01%
2,893
+2,250
5721
$236K ﹤0.01%
7,758
+6,183
5722
$236K ﹤0.01%
9,652
+4,676
5723
$234K ﹤0.01%
67,548
+52,256
5724
$234K ﹤0.01%
2,320
+1,412
5725
$233K ﹤0.01%
6,356
+3,201
227 228
229
230 231