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
6751
$6.19K ﹤0.01%
104
+63
6752
$6.18K ﹤0.01%
306
+153
6753
$6.17K ﹤0.01%
+230
6754
$6.08K ﹤0.01%
2,000
+1,000
6755
$6.07K ﹤0.01%
1,050
+652
6756
$6.03K ﹤0.01%
11,170
-1,699
6757
$6.01K ﹤0.01%
2,200
+1,100
6758
$6K ﹤0.01%
1,460
+730
6759
$5.98K ﹤0.01%
4,014
+754
6760
$5.96K ﹤0.01%
+1,834
6761
$5.94K ﹤0.01%
164
+82
6762
$5.9K ﹤0.01%
4,042
+2,021
6763
$5.9K ﹤0.01%
2,000
+1,000
6764
$5.89K ﹤0.01%
560
+280
6765
$5.89K ﹤0.01%
602
+302
6766
$5.88K ﹤0.01%
978
+463
6767
$5.88K ﹤0.01%
958
+597
6768
$5.88K ﹤0.01%
2,000
+951
6769
$5.85K ﹤0.01%
324
+203
6770
$5.82K ﹤0.01%
160
+26
6771
$5.81K ﹤0.01%
6,364
+3,182
6772
$5.74K ﹤0.01%
+3,338
6773
$5.74K ﹤0.01%
822
-6,344
6774
$5.74K ﹤0.01%
2,012
+1,006
6775
$5.73K ﹤0.01%
504
+33
269 270
271
272 273