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
5901
$133K ﹤0.01%
4,002
+2,002
5902
$132K ﹤0.01%
+4,672
5903
$131K ﹤0.01%
18,396
+4,818
5904
$131K ﹤0.01%
5,102
+2,491
5905
$130K ﹤0.01%
38,250
+18,825
5906
$130K ﹤0.01%
1,316
-404
5907
$130K ﹤0.01%
+16,514
5908
$129K ﹤0.01%
23,828
+6,364
5909
$129K ﹤0.01%
8,890
+4,445
5910
$128K ﹤0.01%
3,600
+1,073
5911
$128K ﹤0.01%
+6,998
5912
$128K ﹤0.01%
2,414
+2,338
5913
$128K ﹤0.01%
78,530
+42,545
5914
$127K ﹤0.01%
25,426
+15,403
5915
$127K ﹤0.01%
27,466
+12,230
5916
$126K ﹤0.01%
3,500
+1,750
5917
$126K ﹤0.01%
31,370
+16,370
5918
$126K ﹤0.01%
3,602
+1,277
5919
$125K ﹤0.01%
3,024
+264
5920
$125K ﹤0.01%
4,000
-771
5921
$125K ﹤0.01%
24,240
+22,114
5922
$124K ﹤0.01%
1,620
+870
5923
$123K ﹤0.01%
5,578
+2,582
5924
$122K ﹤0.01%
3,746
+1,873
5925
$122K ﹤0.01%
10,058
+5,101
235 236
237
238 239