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
6326
$31.5K ﹤0.01%
1,826
+13
6327
$31.4K ﹤0.01%
518
+63
6328
$31.4K ﹤0.01%
10,392
+4,409
6329
$31.4K ﹤0.01%
1,997
+999
6330
$31.3K ﹤0.01%
15,706
-22,167
6331
$31.2K ﹤0.01%
1,384
+692
6332
$31K ﹤0.01%
1,204
-1,124
6333
$30.9K ﹤0.01%
131,537
+107,540
6334
$30.9K ﹤0.01%
2,318
+659
6335
$30.8K ﹤0.01%
662
-587
6336
$30.8K ﹤0.01%
6,202
+3,102
6337
$30.4K ﹤0.01%
1,052
+526
6338
$30.2K ﹤0.01%
8,776
+5,888
6339
$29.8K ﹤0.01%
10,886
-14,906
6340
$29.8K ﹤0.01%
4,667
+1,134
6341
$29.7K ﹤0.01%
818
+409
6342
$29.6K ﹤0.01%
+1,114
6343
$29.6K ﹤0.01%
34,000
+17,000
6344
$29.4K ﹤0.01%
1,376
+580
6345
$29.4K ﹤0.01%
1,068
+1,011
6346
$29.3K ﹤0.01%
2,800
+1,400
6347
$29.3K ﹤0.01%
1,028
+418
6348
$29.1K ﹤0.01%
12,490
+6,247
6349
$28.9K ﹤0.01%
1,604
+802
6350
$28.9K ﹤0.01%
2,120
+1,188