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
251
$568M 0.07%
11,724,619
+1,000,223
252
$566M 0.07%
50,896,493
+23,491,899
253
$565M 0.07%
4,181,982
+1,137,477
254
$562M 0.07%
5,025,746
-279,678
255
$560M 0.07%
3,217,483
+1,030,933
256
$560M 0.07%
7,190,074
+2,885,685
257
$559M 0.07%
8,360,877
+141,671
258
$556M 0.07%
15,970,898
+6,743,183
259
$555M 0.07%
17,771,060
+5,298,201
260
$554M 0.07%
8,387,609
+5,284,956
261
$546M 0.07%
3,457,659
+1,484,653
262
$545M 0.07%
311,442
+91,152
263
$543M 0.07%
18,699,050
+7,837,094
264
$543M 0.07%
3,948,938
+309,310
265
$541M 0.07%
6,398,786
+3,134,810
266
$535M 0.07%
7,645,857
+260,476
267
$533M 0.07%
5,471,225
+239,097
268
$532M 0.07%
10,608,630
+1,489,916
269
$531M 0.07%
2,236,051
+492,208
270
$530M 0.07%
7,030,746
+2,553,219
271
$530M 0.07%
2,957,140
+1,000,039
272
$529M 0.07%
14,812,003
+1,789,590
273
$528M 0.07%
2,581,492
+1,300,619
274
$528M 0.07%
1,655,966
+426,308
275
$528M 0.07%
6,415,678
+1,382,917
9 10
11
12 13