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
6851
$3.51K ﹤0.01%
102
-143
6852
$3.51K ﹤0.01%
1,154
+562
6853
$3.5K ﹤0.01%
580
-170
6854
$3.48K ﹤0.01%
436
-259
6855
$3.45K ﹤0.01%
2,364
+1,182
6856
$3.45K ﹤0.01%
+650
6857
$3.36K ﹤0.01%
350
+175
6858
$3.36K ﹤0.01%
+1,008
6859
$3.34K ﹤0.01%
2,000
+1,000
6860
$3.29K ﹤0.01%
990
+495
6861
$3.2K ﹤0.01%
2,000
+1,000
6862
$3.2K ﹤0.01%
20,000
+10,000
6863
$3.19K ﹤0.01%
779
+390
6864
$3.19K ﹤0.01%
3,012
-1,487
6865
$3.18K ﹤0.01%
636
+318
6866
$3.17K ﹤0.01%
350
+175
6867
$3.14K ﹤0.01%
600
+100
6868
$3.11K ﹤0.01%
63
+26
6869
$3.08K ﹤0.01%
516
+288
6870
$3.07K ﹤0.01%
98
+50
6871
$3.07K ﹤0.01%
734
+367
6872
$3.04K ﹤0.01%
361
+181
6873
$3.03K ﹤0.01%
200
+100
6874
$3.03K ﹤0.01%
766
+755
6875
$3.02K ﹤0.01%
80
+40
273 274
275
276 277