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
6076
$74.8K ﹤0.01%
2,290
-605
6077
$74.5K ﹤0.01%
28,546
+12,091
6078
$74.3K ﹤0.01%
1,602
+1,597
6079
$74.2K ﹤0.01%
1,274
-568
6080
$74.2K ﹤0.01%
24,100
+16,451
6081
$74.2K ﹤0.01%
+2,854
6082
$73.8K ﹤0.01%
2,604
+1,004
6083
$73.5K ﹤0.01%
10,000
+5,000
6084
$73.4K ﹤0.01%
2,352
+1,176
6085
$73.2K ﹤0.01%
3,702
+1,852
6086
$73.2K ﹤0.01%
5,267
+3,134
6087
$73K ﹤0.01%
1,032
+425
6088
$72.8K ﹤0.01%
1,568
+784
6089
$72.4K ﹤0.01%
1,514
+898
6090
$72.3K ﹤0.01%
+35,458
6091
$72.3K ﹤0.01%
2,330
+2,280
6092
$71.9K ﹤0.01%
4,372
-7,616
6093
$71.9K ﹤0.01%
10,258
+4,215
6094
$71.8K ﹤0.01%
25,912
+12,456
6095
$71.1K ﹤0.01%
16,737
+8,048
6096
$70.8K ﹤0.01%
672
+399
6097
$70.8K ﹤0.01%
218,912
+102,189
6098
$70.5K ﹤0.01%
1,236
+620
6099
$70.4K ﹤0.01%
8,348
+6,274
6100
$70K ﹤0.01%
31,400
+18,799
242 243
244
245 246