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
6001
$97.6K ﹤0.01%
48,330
+32,393
6002
$96.8K ﹤0.01%
4,378
+2,189
6003
$96.5K ﹤0.01%
5,542
+4,538
6004
$96.3K ﹤0.01%
77,074
+34,380
6005
$95.9K ﹤0.01%
3,788
+1,894
6006
$95.2K ﹤0.01%
8,032
+3,632
6007
$94.7K ﹤0.01%
7,108
+3,865
6008
$94.3K ﹤0.01%
6,998
+4,022
6009
$94.2K ﹤0.01%
2,288
-311
6010
$94.2K ﹤0.01%
+7,000
6011
$94K ﹤0.01%
4,658
+2,430
6012
$93.6K ﹤0.01%
18,826
+9,414
6013
$92.6K ﹤0.01%
2,960
+808
6014
$92.5K ﹤0.01%
94,988
+58,381
6015
$92.5K ﹤0.01%
44,274
+44,224
6016
$92.5K ﹤0.01%
11,419
+2,325
6017
$92.2K ﹤0.01%
3,640
+1,820
6018
$92.1K ﹤0.01%
116
+59
6019
$91.3K ﹤0.01%
242,882
+105,630
6020
$91.2K ﹤0.01%
62,038
+6,191
6021
$90.7K ﹤0.01%
3,564
+1,782
6022
$90.4K ﹤0.01%
8,720
+4,860
6023
$89.8K ﹤0.01%
34,292
+15,886
6024
$89.8K ﹤0.01%
27,972
+13,431
6025
$89.5K ﹤0.01%
5,158
+3,331
239 240
241
242 243