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
2676
$13.9M ﹤0.01%
447,809
+187,434
2677
$13.9M ﹤0.01%
2,150,592
-66,047
2678
$13.9M ﹤0.01%
218,535
-32,534
2679
$13.9M ﹤0.01%
252,730
+157,574
2680
$13.9M ﹤0.01%
182,931
-5,795
2681
$13.9M ﹤0.01%
309,400
+194,717
2682
$13.9M ﹤0.01%
575,904
+215,407
2683
$13.8M ﹤0.01%
746,077
+436,964
2684
$13.8M ﹤0.01%
447,458
+145,695
2685
$13.8M ﹤0.01%
196,024
+50,363
2686
$13.8M ﹤0.01%
259,236
+107,893
2687
$13.8M ﹤0.01%
495,754
-74,913
2688
$13.8M ﹤0.01%
2,811,488
-501,716
2689
$13.8M ﹤0.01%
444,992
+239,380
2690
$13.8M ﹤0.01%
3,104,542
-307,917
2691
$13.8M ﹤0.01%
821,204
+733,287
2692
$13.8M ﹤0.01%
506,687
-333,653
2693
$13.8M ﹤0.01%
221,921
-190,196
2694
$13.8M ﹤0.01%
524,744
+205,928
2695
$13.8M ﹤0.01%
2,553,930
+272,477
2696
$13.8M ﹤0.01%
141,704
+44,103
2697
$13.8M ﹤0.01%
397,607
-107,867
2698
$13.7M ﹤0.01%
357,376
+134,040
2699
$13.7M ﹤0.01%
1,882,380
+159,064
2700
$13.7M ﹤0.01%
784,094
+650,697
106 107
108
109 110