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
6476
$19.3K ﹤0.01%
852
+427
6477
$19.3K ﹤0.01%
1,680
+844
6478
$19.3K ﹤0.01%
1,352
+577
6479
$19.3K ﹤0.01%
16,062
-2,169
6480
$19.2K ﹤0.01%
664
+257
6481
$19.2K ﹤0.01%
11,466
+5,733
6482
$19.1K ﹤0.01%
4,312
+1,540
6483
$19.1K ﹤0.01%
18,174
+8,632
6484
$19.1K ﹤0.01%
7,848
+3,924
6485
$19.1K ﹤0.01%
692
+691
6486
$19K ﹤0.01%
924
+462
6487
$19K ﹤0.01%
400
+200
6488
$18.9K ﹤0.01%
460
+230
6489
$18.8K ﹤0.01%
36,210
+32,305
6490
$18.8K ﹤0.01%
550
+277
6491
$18.7K ﹤0.01%
23,344
+12,291
6492
$18.7K ﹤0.01%
+602
6493
$18.7K ﹤0.01%
50,000
+25,000
6494
$18.6K ﹤0.01%
2,034
+2,033
6495
$18.6K ﹤0.01%
378
+189
6496
$18.6K ﹤0.01%
12,978
+6,776
6497
$18.6K ﹤0.01%
4,548
+2,441
6498
$18.4K ﹤0.01%
+400
6499
$18.3K ﹤0.01%
440
+220
6500
$18.3K ﹤0.01%
2,000
+1,000