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
6501
$18.3K ﹤0.01%
402
+159
6502
$18.3K ﹤0.01%
5,600
+4,300
6503
$18.3K ﹤0.01%
658
-155
6504
$18.1K ﹤0.01%
800
+400
6505
$17.9K ﹤0.01%
5,902
+2,952
6506
$17.8K ﹤0.01%
322
+161
6507
$17.7K ﹤0.01%
690
+329
6508
$17.6K ﹤0.01%
370
-84
6509
$17.5K ﹤0.01%
7,660
-7,325
6510
$17.3K ﹤0.01%
652
+141
6511
$17.3K ﹤0.01%
1,200
+600
6512
$17.2K ﹤0.01%
662
+255
6513
$17K ﹤0.01%
2,272
+60
6514
$16.8K ﹤0.01%
318
+159
6515
$16.8K ﹤0.01%
1,440
+643
6516
$16.8K ﹤0.01%
282
+142
6517
$16.8K ﹤0.01%
937
+778
6518
$16.7K ﹤0.01%
6,790
-14,710
6519
$16.7K ﹤0.01%
+738
6520
$16.4K ﹤0.01%
5,670
+3,017
6521
$16.4K ﹤0.01%
25,300
+2,328
6522
$16.4K ﹤0.01%
18,220
+6,110
6523
$16.4K ﹤0.01%
4,250
+2,618
6524
$16.3K ﹤0.01%
1,500
+750
6525
$16.3K ﹤0.01%
7,778
+975