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
6301
$34.3K ﹤0.01%
1,886
+943
6302
$34.1K ﹤0.01%
101,680
-20,295
6303
$34K ﹤0.01%
434
+322
6304
$33.8K ﹤0.01%
4,040
+1,049
6305
$33.6K ﹤0.01%
321
+152
6306
$33.6K ﹤0.01%
2,196
+205
6307
$33.6K ﹤0.01%
5,026
-3,075
6308
$33.5K ﹤0.01%
1,538
+770
6309
$33.4K ﹤0.01%
14,212
+7,106
6310
$33.2K ﹤0.01%
4,010
+1,706
6311
$33.2K ﹤0.01%
+3,000
6312
$33K ﹤0.01%
44,000
+22,000
6313
$33K ﹤0.01%
20,000
+10,000
6314
$32.9K ﹤0.01%
+10,200
6315
$32.7K ﹤0.01%
2,060
-7,370
6316
$32.5K ﹤0.01%
594
+345
6317
$32.5K ﹤0.01%
80,000
+40,000
6318
$32.3K ﹤0.01%
11,368
+5,684
6319
$32.1K ﹤0.01%
50,578
+32,258
6320
$31.9K ﹤0.01%
1,322
+661
6321
$31.9K ﹤0.01%
17,350
+4,336
6322
$31.8K ﹤0.01%
100,695
+45,088
6323
$31.8K ﹤0.01%
471
+232
6324
$31.6K ﹤0.01%
7,136
+3,569
6325
$31.6K ﹤0.01%
3,270
+1,413
251 252
253
254 255