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
6801
$5.05K ﹤0.01%
5,552
-5,458
6802
$5.04K ﹤0.01%
2,050
+2,025
6803
$4.98K ﹤0.01%
932
+43
6804
$4.95K ﹤0.01%
1,000
+500
6805
$4.91K ﹤0.01%
+130
6806
$4.9K ﹤0.01%
1,712
+156
6807
$4.87K ﹤0.01%
4,844
+2,120
6808
$4.87K ﹤0.01%
8,248
-12,880
6809
$4.84K ﹤0.01%
+6,808
6810
$4.78K ﹤0.01%
1,756
+878
6811
$4.72K ﹤0.01%
+4,000
6812
$4.68K ﹤0.01%
1,396
+573
6813
$4.66K ﹤0.01%
1,864
+931
6814
$4.65K ﹤0.01%
+110
6815
$4.63K ﹤0.01%
1,200
-1,300
6816
$4.62K ﹤0.01%
204
+104
6817
$4.62K ﹤0.01%
945
+680
6818
$4.48K ﹤0.01%
4,000
+2,000
6819
$4.43K ﹤0.01%
1,000
+500
6820
$4.4K ﹤0.01%
+550
6821
$4.4K ﹤0.01%
604
-1,096
6822
$4.3K ﹤0.01%
2,374
+1,187
6823
$4.28K ﹤0.01%
+2,086
6824
$4.26K ﹤0.01%
1,928
-5,224
6825
$4.23K ﹤0.01%
3,334
+1,667
271 272
273
274 275