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
1651
$108M ﹤0.01%
4,298,354
+2,452,562
1652
$108M ﹤0.01%
6,053,520
+3,250,942
1653
$108M ﹤0.01%
588,332
+341,370
1654
$108M ﹤0.01%
8,786,788
+4,885,008
1655
$107M ﹤0.01%
1,461,588
+708,619
1656
$107M ﹤0.01%
916,048
+414,144
1657
$107M ﹤0.01%
1,780,974
+983,329
1658
$107M ﹤0.01%
5,576,762
+3,023,980
1659
$106M ﹤0.01%
3,903,702
+2,008,271
1660
$106M ﹤0.01%
12,937,414
+6,727,961
1661
$106M ﹤0.01%
3,631,288
+1,652,800
1662
$106M ﹤0.01%
3,512,320
+1,514,413
1663
$106M ﹤0.01%
1,849,696
+1,147,444
1664
$106M ﹤0.01%
897,170
+472,648
1665
$106M ﹤0.01%
557,246
+254,512
1666
$106M ﹤0.01%
4,163,424
+1,239,467
1667
$106M ﹤0.01%
5,968,446
+2,865,180
1668
$105M ﹤0.01%
689,084
+265,064
1669
$105M ﹤0.01%
1,324,512
+594,242
1670
$105M ﹤0.01%
603,230
+311,350
1671
$105M ﹤0.01%
1,585,668
+884,652
1672
$105M ﹤0.01%
1,394,138
+660,820
1673
$105M ﹤0.01%
239,770
+116,389
1674
$105M ﹤0.01%
3,198,890
-8,089
1675
$105M ﹤0.01%
21,750,486
+10,463,455
65 66
67
68 69