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
1826
$90.7M ﹤0.01%
318,298
+176,251
1827
$90.6M ﹤0.01%
3,581,934
+2,490,146
1828
$90.5M ﹤0.01%
1,705,990
+1,079,708
1829
$90.5M ﹤0.01%
1,509,856
+673,303
1830
$90.4M ﹤0.01%
387,184
+212,531
1831
$90.3M ﹤0.01%
2,483,586
+2,360,712
1832
$90M ﹤0.01%
2,427,744
+1,229,034
1833
$90M ﹤0.01%
1,436,890
+768,773
1834
$89.9M ﹤0.01%
835,468
+460,702
1835
$89.9M ﹤0.01%
1,018,998
+157,754
1836
$89.7M ﹤0.01%
1,311,284
+807,385
1837
$89.7M ﹤0.01%
758,214
+401,161
1838
$89.7M ﹤0.01%
2,465,060
+1,080,525
1839
$89.5M ﹤0.01%
1,018,412
+636,253
1840
$89.5M ﹤0.01%
1,796,060
+917,664
1841
$89.4M ﹤0.01%
1,227,302
+926,096
1842
$89.4M ﹤0.01%
267,050
+103,632
1843
$89.4M ﹤0.01%
1,537,416
+689,819
1844
$89.2M ﹤0.01%
3,599,782
+1,863,251
1845
$89.2M ﹤0.01%
1,609,426
+882,358
1846
$89.1M ﹤0.01%
12,823,352
+8,512,495
1847
$89.1M ﹤0.01%
1,707,670
+872,131
1848
$89M ﹤0.01%
939,220
+434,715
1849
$88.9M ﹤0.01%
1,173,230
+728,282
1850
$88.9M ﹤0.01%
1,625,354
+671,468
72 73
74
75 76