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
$770B
AUM Growth
+$29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,375
New
Increased
Reduced
Closed

Top Buys

1 +$8.81B
2 +$7.84B
3 +$3.76B
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.72B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.9B

Top Sells

1 +$3.05B
2 +$910M
3 +$700M
4
VEEV icon
Veeva Systems
VEEV
+$654M
5
IBN icon
ICICI Bank
IBN
+$396M

Sector Composition

1 Technology 17.87%
2 Healthcare 11.56%
3 Financials 9.31%
4 Consumer Discretionary 7.77%
5 Communication Services 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$16.7M ﹤0.01%
772,390
+178,495
2477
$16.7M ﹤0.01%
2,004,484
+96,709
2478
$16.6M ﹤0.01%
488,651
-571,357
2479
$16.6M ﹤0.01%
1,328,741
+168,577
2480
$16.6M ﹤0.01%
1,221,462
+192,736
2481
$16.6M ﹤0.01%
3,224,626
-1,552,413
2482
$16.6M ﹤0.01%
787,110
+511,569
2483
$16.5M ﹤0.01%
243,197
+117,457
2484
$16.5M ﹤0.01%
836,918
-9,848
2485
$16.5M ﹤0.01%
894,783
+251,544
2486
$16.5M ﹤0.01%
529,184
+269,240
2487
$16.5M ﹤0.01%
238,778
+117,866
2488
$16.4M ﹤0.01%
371,727
+14,706
2489
$16.4M ﹤0.01%
654,340
+277,444
2490
$16.4M ﹤0.01%
1,274,250
+159,257
2491
$16.4M ﹤0.01%
455,730
+74,113
2492
$16.3M ﹤0.01%
388,085
+162,652
2493
$16.3M ﹤0.01%
268,854
+133,059
2494
$16.3M ﹤0.01%
295,050
+149,640
2495
$16.3M ﹤0.01%
225,584
+1,642
2496
$16.3M ﹤0.01%
471,066
+262,524
2497
$16.3M ﹤0.01%
425,862
+64,372
2498
$16.3M ﹤0.01%
833,256
+293,453
2499
$16.3M ﹤0.01%
2,125,829
+938,263
2500
$16.3M ﹤0.01%
2,026,912
+305,657