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
6051
$82.4K ﹤0.01%
4,902
+1,271
6052
$81.9K ﹤0.01%
16,226
+1,326
6053
$80.9K ﹤0.01%
43,738
+21,869
6054
$80.6K ﹤0.01%
12,162
+6,081
6055
$80.3K ﹤0.01%
79,542
+38,971
6056
$80K ﹤0.01%
4,252
-1,176
6057
$79.9K ﹤0.01%
31,388
+28,491
6058
$79.6K ﹤0.01%
120,584
+63,224
6059
$79.5K ﹤0.01%
1,710
+445
6060
$79K ﹤0.01%
6,094
+4,542
6061
$78.4K ﹤0.01%
49,600
+39,300
6062
$78.2K ﹤0.01%
97,764
+89,667
6063
$78K ﹤0.01%
389,556
+184,778
6064
$78K ﹤0.01%
1,206
+604
6065
$77.5K ﹤0.01%
4,274
+2,663
6066
$77.4K ﹤0.01%
2,642
+2,039
6067
$77.3K ﹤0.01%
12,572
-1,033
6068
$77.1K ﹤0.01%
10,114
+8,440
6069
$76.9K ﹤0.01%
+9,654
6070
$76.3K ﹤0.01%
18,666
+9,334
6071
$76.2K ﹤0.01%
3,298
+1,922
6072
$75.4K ﹤0.01%
1,180
+591
6073
$75K ﹤0.01%
13,745
+12,076
6074
$75K ﹤0.01%
34,101
+17,392
6075
$74.9K ﹤0.01%
+37,626
241 242
243
244 245