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
6676
$8.47K ﹤0.01%
1,161
+580
6677
$8.47K ﹤0.01%
352
+176
6678
$8.45K ﹤0.01%
5,122
-1,012
6679
$8.4K ﹤0.01%
330
-2,513
6680
$8.4K ﹤0.01%
200
+100
6681
$8.32K ﹤0.01%
7,430
-785
6682
$8.29K ﹤0.01%
2,622
+1,611
6683
$8.25K ﹤0.01%
5,572
+2,786
6684
$8.24K ﹤0.01%
1,602
+800
6685
$8.2K ﹤0.01%
978
-2,137
6686
$8.19K ﹤0.01%
284
+142
6687
$8.14K ﹤0.01%
939
+470
6688
$8.13K ﹤0.01%
258
+129
6689
$8.04K ﹤0.01%
582
+120
6690
$8.01K ﹤0.01%
312
+157
6691
$7.95K ﹤0.01%
2,800
+1,400
6692
$7.93K ﹤0.01%
198
+144
6693
$7.82K ﹤0.01%
286
+143
6694
$7.82K ﹤0.01%
4,654
+2,267
6695
$7.78K ﹤0.01%
1,000
+500
6696
$7.76K ﹤0.01%
4,310
+2,155
6697
$7.64K ﹤0.01%
200
+100
6698
$7.64K ﹤0.01%
375
+187
6699
$7.62K ﹤0.01%
2,500
+1,250
6700
$7.53K ﹤0.01%
6,494
+51
266 267
268
269 270