Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.68%
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
+$44.4B
2
+$42.3B
3
+$23.5B
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$19.2B
5
NVDA icon
NVIDIA
NVDA
+$15.5B

Top Sells

1
+$1.03B
2
+$669M
3
+$329M
4
VMW
VMware, Inc
VMW
+$270M
5
SGEN
Seagen Inc. Common Stock
SGEN
+$211M

Sector Composition

1 Technology 21.33%
2 Financials 10.39%
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
7601
– –
0
7602
– –
0
7603
$2 ﹤0.01%
+2
7604
$2 ﹤0.01%
2
-3,336
7605
– –
0
7606
$2 ﹤0.01%
2
-64
7607
– –
-119
7608
– –
-2,839,854
7609
– –
-4,416
7610
– –
-64
7611
– –
-984,078
7612
– –
-10,982,125
7613
– –
-296,924
7614
– –
-2,864,290
7615
– –
-800
7616
– –
-426,375
7617
– –
-372,891
7618
– –
-201,870
7619
– –
-6,783
7620
– –
-454,860
7621
– –
-27,407
7622
– –
-6,879
7623
– –
-384,488
7624
– –
-12
7625
– –
-2,883
303 304
305
306 307