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
2576
$15.3M ﹤0.01%
1,124,436
+310,946
2577
$15.2M ﹤0.01%
150,386
+57,323
2578
$15.2M ﹤0.01%
1,038,233
-140,071
2579
$15.2M ﹤0.01%
1,363,400
+1,040,289
2580
$15.2M ﹤0.01%
241,379
+191,324
2581
$15.1M ﹤0.01%
320,275
-13,564
2582
$15.1M ﹤0.01%
179,035
+60,034
2583
$15.1M ﹤0.01%
1,303,531
+1,050,957
2584
$15.1M ﹤0.01%
2,798,886
+1,565,299
2585
$15.1M ﹤0.01%
26,597
+7,474
2586
$15.1M ﹤0.01%
551,084
+92,718
2587
$15.1M ﹤0.01%
392,445
+83,952
2588
$15M ﹤0.01%
927,463
+173,481
2589
$15M ﹤0.01%
325,703
+211,492
2590
$15M ﹤0.01%
107,579
+43,590
2591
$15M ﹤0.01%
672,970
-97,483
2592
$15M ﹤0.01%
391,986
+161,074
2593
$15M ﹤0.01%
215,692
+149,635
2594
$15M ﹤0.01%
296,928
-61,175
2595
$15M ﹤0.01%
670,562
+36,317
2596
$15M ﹤0.01%
467,684
-21,889
2597
$14.9M ﹤0.01%
507,527
+142,572
2598
$14.9M ﹤0.01%
1,991,084
-1,156,985
2599
$14.9M ﹤0.01%
210,971
+3,817
2600
$14.9M ﹤0.01%
+81,025
102 103
104
105 106