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
6426
$22.9K ﹤0.01%
26,670
+11,664
6427
$22.8K ﹤0.01%
1,788
+894
6428
$22.7K ﹤0.01%
1,004
+604
6429
$22.7K ﹤0.01%
3,242
+1,589
6430
$22.6K ﹤0.01%
17,800
+9,725
6431
$22.5K ﹤0.01%
514
+257
6432
$22.4K ﹤0.01%
656
+606
6433
$22.3K ﹤0.01%
7,414
+2,796
6434
$22.3K ﹤0.01%
36,510
-2,282
6435
$22.3K ﹤0.01%
305
-174
6436
$22.2K ﹤0.01%
46
+41
6437
$22.2K ﹤0.01%
6,036
-40,794
6438
$22K ﹤0.01%
10,594
+4,103
6439
$21.9K ﹤0.01%
182,360
+91,180
6440
$21.8K ﹤0.01%
392
+197
6441
$21.8K ﹤0.01%
760
+380
6442
$21.8K ﹤0.01%
22,192
+21,053
6443
– –
0
6444
$21.6K ﹤0.01%
10,958
-2,992
6445
$21.5K ﹤0.01%
700
+350
6446
$21.4K ﹤0.01%
15
+7
6447
$21.3K ﹤0.01%
1,130
+566
6448
$21.3K ﹤0.01%
5,168
+1,419
6449
$21.3K ﹤0.01%
2,250
+1,250
6450
$21.2K ﹤0.01%
21,175
+9,532
256 257
258
259 260