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
2526
$15.9M ﹤0.01%
937,036
-131,727
2527
$15.8M ﹤0.01%
145,994
+39,676
2528
$15.8M ﹤0.01%
447,952
+98,620
2529
$15.8M ﹤0.01%
2,557,277
+449,327
2530
$15.8M ﹤0.01%
888,751
-225,679
2531
$15.8M ﹤0.01%
4,480,242
+340,339
2532
$15.8M ﹤0.01%
289,245
-24,383
2533
$15.8M ﹤0.01%
1,911,481
+452,553
2534
$15.8M ﹤0.01%
1,916,300
-1,456,199
2535
$15.8M ﹤0.01%
2,588,079
+246,888
2536
$15.8M ﹤0.01%
1,694,860
+1,454,797
2537
$15.8M ﹤0.01%
122,513
-8,219
2538
$15.8M ﹤0.01%
379,588
+57,595
2539
$15.7M ﹤0.01%
314,482
+55,049
2540
$15.7M ﹤0.01%
1,723,274
+206,075
2541
$15.7M ﹤0.01%
2,569,791
+474,141
2542
$15.7M ﹤0.01%
266,108
+202,784
2543
$15.7M ﹤0.01%
516,774
+514,779
2544
$15.7M ﹤0.01%
177,935
+75,514
2545
$15.7M ﹤0.01%
1,670,643
+1,585,574
2546
$15.7M ﹤0.01%
599,052
+222,936
2547
$15.7M ﹤0.01%
179,825
-32,793
2548
$15.7M ﹤0.01%
613,815
+113,667
2549
$15.6M ﹤0.01%
389,908
+279,439
2550
$15.6M ﹤0.01%
4,636,566
+2,934,941
100 101
102
103 104