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
2626
$14.6M ﹤0.01%
255,343
+105,664
2627
$14.6M ﹤0.01%
305,322
+698
2628
$14.6M ﹤0.01%
170,371
+68,343
2629
$14.5M ﹤0.01%
189,239
+147,769
2630
$14.5M ﹤0.01%
236,954
+122,938
2631
$14.5M ﹤0.01%
358,099
-50,712
2632
$14.5M ﹤0.01%
403,978
+63,120
2633
$14.5M ﹤0.01%
160,723
+107,892
2634
$14.5M ﹤0.01%
1,088,599
+178,296
2635
$14.5M ﹤0.01%
746,424
+365,537
2636
$14.5M ﹤0.01%
363,476
-27,238
2637
$14.4M ﹤0.01%
358,606
+159,290
2638
$14.4M ﹤0.01%
176,091
+98,044
2639
$14.4M ﹤0.01%
204,188
+61,045
2640
$14.4M ﹤0.01%
816,228
-131,598
2641
$14.4M ﹤0.01%
440,724
+216,609
2642
$14.4M ﹤0.01%
1,082,574
+253,458
2643
$14.4M ﹤0.01%
398,124
+9,081
2644
$14.4M ﹤0.01%
225,858
-126,204
2645
$14.4M ﹤0.01%
790,081
-24,954
2646
$14.3M ﹤0.01%
196,202
+123,472
2647
$14.3M ﹤0.01%
670,970
+167,368
2648
$14.3M ﹤0.01%
1,934,246
+9,058
2649
$14.3M ﹤0.01%
922,018
-367,101
2650
$14.3M ﹤0.01%
550,452
+66,418
104 105
106
107 108