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
5801
$189K ﹤0.01%
22,438
+17,456
5802
$188K ﹤0.01%
+7,862
5803
$188K ﹤0.01%
17,532
+7,592
5804
$188K ﹤0.01%
32,082
+31,082
5805
$187K ﹤0.01%
10,778
+3,889
5806
$186K ﹤0.01%
34,400
+9,659
5807
$184K ﹤0.01%
+13,471
5808
$184K ﹤0.01%
44,930
+36,516
5809
$184K ﹤0.01%
37,466
+34,976
5810
$184K ﹤0.01%
79,590
+47,583
5811
$182K ﹤0.01%
19,644
-10,178
5812
$182K ﹤0.01%
7,632
-600
5813
$182K ﹤0.01%
6,726
+2,584
5814
$181K ﹤0.01%
11,826
+6,083
5815
$180K ﹤0.01%
57,366
+2,003
5816
$179K ﹤0.01%
6,334
+1,815
5817
$179K ﹤0.01%
9,794
+4,895
5818
$179K ﹤0.01%
92,248
+46,125
5819
$179K ﹤0.01%
34,068
+17,934
5820
$178K ﹤0.01%
2,760
+2,560
5821
$178K ﹤0.01%
7,939
-49
5822
$178K ﹤0.01%
46,252
+24,013
5823
$177K ﹤0.01%
77,812
+62,729
5824
$177K ﹤0.01%
8,062
+4,263
5825
$177K ﹤0.01%
43,802
-1,058
231 232
233
234 235