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
2651
$14.3M ﹤0.01%
527,399
-22,547
2652
$14.2M ﹤0.01%
537,568
+151,762
2653
$14.2M ﹤0.01%
601,250
+273,842
2654
$14.2M ﹤0.01%
2,365,061
-4,971,296
2655
$14.2M ﹤0.01%
380,573
+184,085
2656
$14.2M ﹤0.01%
505,580
-185,168
2657
$14.2M ﹤0.01%
1,611,323
+793,118
2658
$14.2M ﹤0.01%
596,395
-722,461
2659
$14.2M ﹤0.01%
3,216,566
+1,267,924
2660
$14.2M ﹤0.01%
683,878
+407,318
2661
$14.2M ﹤0.01%
585,773
+99,831
2662
$14.1M ﹤0.01%
729,092
+126,952
2663
$14.1M ﹤0.01%
520,244
+144,045
2664
$14.1M ﹤0.01%
1,199,648
-154,928
2665
$14.1M ﹤0.01%
504,181
-365,361
2666
$14.1M ﹤0.01%
995,773
+375,266
2667
$14.1M ﹤0.01%
2,630,479
+199,363
2668
$14.1M ﹤0.01%
845,316
+425,410
2669
$14.1M ﹤0.01%
1,776,452
+439,349
2670
$14M ﹤0.01%
1,435,936
+270,573
2671
$14M ﹤0.01%
566,159
+368,652
2672
$14M ﹤0.01%
206,125
+39
2673
$14M ﹤0.01%
795,777
-3,744
2674
$14M ﹤0.01%
1,854,611
+868,155
2675
$14M ﹤0.01%
10,192,779
+706,059
105 106
107
108 109