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
5851
$164K ﹤0.01%
7,900
+6,329
5852
$163K ﹤0.01%
395,666
+245,171
5853
$163K ﹤0.01%
690
+286
5854
$162K ﹤0.01%
11,680
+5,737
5855
$162K ﹤0.01%
34,436
+19,874
5856
$162K ﹤0.01%
68,488
+34,244
5857
$160K ﹤0.01%
70,912
+36,384
5858
$159K ﹤0.01%
31,662
+26,952
5859
$158K ﹤0.01%
3,770
+1,893
5860
$158K ﹤0.01%
4,320
+1,029
5861
$157K ﹤0.01%
6,752
+6,641
5862
$157K ﹤0.01%
42,894
-36,579
5863
$156K ﹤0.01%
7,830
+3,916
5864
$156K ﹤0.01%
292,638
+288,648
5865
$155K ﹤0.01%
31,866
+22,413
5866
$155K ﹤0.01%
41,518
+29,805
5867
$155K ﹤0.01%
21,770
+18,694
5868
$154K ﹤0.01%
3,018
-2,460
5869
$153K ﹤0.01%
3,574
+1,826
5870
$152K ﹤0.01%
3,428
+1,717
5871
$152K ﹤0.01%
27,298
+25,303
5872
$152K ﹤0.01%
14,934
+7,858
5873
$151K ﹤0.01%
1,438,136
+719,268
5874
$150K ﹤0.01%
4,514
+3,267
5875
$150K ﹤0.01%
3,600
+1,800
233 234
235
236 237