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
2601
$14.9M ﹤0.01%
558,838
+84,442
2602
$14.8M ﹤0.01%
254,101
+11,635
2603
$14.8M ﹤0.01%
1,382,901
+89,204
2604
$14.8M ﹤0.01%
263,361
+124,329
2605
$14.8M ﹤0.01%
583,696
+333,066
2606
$14.8M ﹤0.01%
532,402
+183,060
2607
$14.8M ﹤0.01%
431,993
+35,015
2608
$14.7M ﹤0.01%
242,580
+35,716
2609
$14.7M ﹤0.01%
883,007
+228,902
2610
$14.7M ﹤0.01%
158,487
+47,938
2611
$14.7M ﹤0.01%
279,176
+195,312
2612
$14.7M ﹤0.01%
331,673
-53,374
2613
$14.7M ﹤0.01%
819,718
+389,455
2614
$14.7M ﹤0.01%
122,789
+83,578
2615
$14.7M ﹤0.01%
461,995
+116,839
2616
$14.7M ﹤0.01%
621,676
-4,666
2617
$14.7M ﹤0.01%
338,738
-173,661
2618
$14.7M ﹤0.01%
1,061,169
+494,677
2619
$14.6M ﹤0.01%
249,884
-99,328
2620
$14.6M ﹤0.01%
198,615
+77,963
2621
$14.6M ﹤0.01%
886,797
+362,247
2622
$14.6M ﹤0.01%
484,468
+306,055
2623
$14.6M ﹤0.01%
1,166,723
-3,606,188
2624
$14.6M ﹤0.01%
363,769
+65,071
2625
$14.6M ﹤0.01%
158,788
-46,705
103 104
105
106 107