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
6101
$69.7K ﹤0.01%
5,692
+2,192
6102
$69.7K ﹤0.01%
6,710
+3,355
6103
$69.4K ﹤0.01%
1,518
+541
6104
$69.2K ﹤0.01%
1,406
+704
6105
$68.9K ﹤0.01%
2,000
+1,000
6106
$68.4K ﹤0.01%
10,600
+3,300
6107
$68.3K ﹤0.01%
6,468
+2
6108
$68.1K ﹤0.01%
821
+297
6109
$68.1K ﹤0.01%
11,736
+5,868
6110
$68K ﹤0.01%
1,546
-977
6111
$68K ﹤0.01%
2,310
+14
6112
$68K ﹤0.01%
1,190
+595
6113
$67.8K ﹤0.01%
1,314
+1,016
6114
$67.6K ﹤0.01%
7,192
+1,449
6115
$67.1K ﹤0.01%
+1,518
6116
$67K ﹤0.01%
12,778
+5,939
6117
$66.5K ﹤0.01%
23,662
+1,611
6118
$65.8K ﹤0.01%
954
+565
6119
$65.5K ﹤0.01%
4,759
+3,931
6120
$65.3K ﹤0.01%
+2,200
6121
$65.2K ﹤0.01%
1,688
+844
6122
$65.2K ﹤0.01%
2,530
+675
6123
$65K ﹤0.01%
454
+227
6124
$65K ﹤0.01%
1,820
+760
6125
$64.8K ﹤0.01%
4,180
+814
243 244
245
246 247