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
2501
$16.2M ﹤0.01%
2,639,331
+920,044
2502
$16.2M ﹤0.01%
1,144,510
+795,198
2503
$16.2M ﹤0.01%
679,620
-66,024
2504
$16.2M ﹤0.01%
386,208
+224,539
2505
$16.2M ﹤0.01%
448,816
+2,702
2506
$16.1M ﹤0.01%
482,277
+193,135
2507
$16.1M ﹤0.01%
410,264
+270,056
2508
$16.1M ﹤0.01%
998,214
+929,438
2509
$16.1M ﹤0.01%
317,567
-30,222
2510
$16.1M ﹤0.01%
1,506,766
+32,943
2511
$16.1M ﹤0.01%
1,374,024
-33,915
2512
$16.1M ﹤0.01%
433,719
+89,519
2513
$16M ﹤0.01%
676,889
+197,683
2514
$16M ﹤0.01%
650,748
+63,359
2515
$16M ﹤0.01%
1,450,057
+891,307
2516
$16M ﹤0.01%
1,948,623
+953,389
2517
$16M ﹤0.01%
142,153
-20
2518
$16M ﹤0.01%
345,419
-98,609
2519
$15.9M ﹤0.01%
202,755
+102,379
2520
$15.9M ﹤0.01%
938,528
+585,872
2521
$15.9M ﹤0.01%
1,547,319
-97,292
2522
$15.9M ﹤0.01%
910,460
+248,987
2523
$15.9M ﹤0.01%
600,877
+360,091
2524
$15.9M ﹤0.01%
233,570
+67,164
2525
$15.9M ﹤0.01%
63,905
+45,061
99 100
101
102 103