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
6251
$42.3K ﹤0.01%
+1,462
6252
$42.2K ﹤0.01%
58,512
+23,844
6253
$42.2K ﹤0.01%
4,000
+2,000
6254
$42.1K ﹤0.01%
2,674
+284
6255
$42.1K ﹤0.01%
940
+405
6256
$42K ﹤0.01%
4,079
+2,040
6257
$42K ﹤0.01%
4,000
+2,000
6258
$41.9K ﹤0.01%
1,776
+535
6259
$41.9K ﹤0.01%
20,634
+10,318
6260
$41.5K ﹤0.01%
6,182
+4,972
6261
$41.4K ﹤0.01%
3,800
+1,900
6262
$41.3K ﹤0.01%
13,814
+6,207
6263
$41.1K ﹤0.01%
10,430
-24,741
6264
$40.8K ﹤0.01%
8,867
+4,134
6265
$40.4K ﹤0.01%
22,548
+11,274
6266
$39.8K ﹤0.01%
7,290
+1,390
6267
$39.7K ﹤0.01%
14,220
+7,110
6268
$39.6K ﹤0.01%
7,196
+5,256
6269
$39.6K ﹤0.01%
2,028
+1,006
6270
$39.5K ﹤0.01%
24,374
+12,187
6271
$39.4K ﹤0.01%
2,702
+1,352
6272
$39.2K ﹤0.01%
11,462
+5,931
6273
$39.2K ﹤0.01%
19,300
+9,293
6274
$39K ﹤0.01%
10,452
+5,226
6275
$38.7K ﹤0.01%
3,170
+1,586
249 250
251
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