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
5976
$104K ﹤0.01%
1,020
+867
5977
$103K ﹤0.01%
71,332
+34,207
5978
$103K ﹤0.01%
28,200
+14,229
5979
$103K ﹤0.01%
5,864
+3,332
5980
$103K ﹤0.01%
15,772
-8,374
5981
$103K ﹤0.01%
1,637,552
+593,776
5982
$103K ﹤0.01%
40,202
+31,970
5983
$102K ﹤0.01%
2,368
+1,184
5984
$102K ﹤0.01%
18,200
+7,100
5985
$102K ﹤0.01%
+2,000
5986
$101K ﹤0.01%
62,946
+31,222
5987
$101K ﹤0.01%
1,764
+1,347
5988
$100K ﹤0.01%
+2,182
5989
$100K ﹤0.01%
52,926
+18,967
5990
$100K ﹤0.01%
10,316
+7,217
5991
$99.7K ﹤0.01%
9,298
+4,399
5992
$99.6K ﹤0.01%
174,682
+114,456
5993
$99.5K ﹤0.01%
25,000
+12,500
5994
$99.2K ﹤0.01%
28,350
+6,387
5995
$99.2K ﹤0.01%
653
+281
5996
$99K ﹤0.01%
5,306
+2,654
5997
$98.8K ﹤0.01%
26,142
+12,271
5998
$98.8K ﹤0.01%
+352,748
5999
$98.8K ﹤0.01%
+6,584
6000
$97.9K ﹤0.01%
47,968
+42,506
238 239
240
241 242