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
6351
$28.6K ﹤0.01%
113,200
+50,423
6352
$28.6K ﹤0.01%
48
+47
6353
$28.6K ﹤0.01%
1,772
+886
6354
$28.3K ﹤0.01%
12,046
+6,023
6355
$28.2K ﹤0.01%
824
-149
6356
$28.2K ﹤0.01%
10,000
+5,000
6357
$28.2K ﹤0.01%
6,056
-1,076
6358
$28.1K ﹤0.01%
1,508
+704
6359
$28.1K ﹤0.01%
11,812
+5,906
6360
$28.1K ﹤0.01%
6,860
+4,823
6361
$28K ﹤0.01%
+646
6362
$27.9K ﹤0.01%
1,384
-7,462
6363
$27.4K ﹤0.01%
3,002
+1,301
6364
$27.4K ﹤0.01%
59
+37
6365
$27.2K ﹤0.01%
5,005
+2,499
6366
$27.2K ﹤0.01%
260
+130
6367
$27.1K ﹤0.01%
11,440
-11,698
6368
$27K ﹤0.01%
782
+322
6369
$27K ﹤0.01%
396
+198
6370
$27K ﹤0.01%
490
+187
6371
$26.8K ﹤0.01%
5,314
+4,216
6372
$26.7K ﹤0.01%
1,062
+540
6373
$26.7K ﹤0.01%
566
+284
6374
$26.7K ﹤0.01%
786
+779
6375
$26.6K ﹤0.01%
578
+289
253 254
255
256 257