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
2726
$13.5M ﹤0.01%
2,250,377
-1,186,434
2727
$13.4M ﹤0.01%
862,701
+607,150
2728
$13.4M ﹤0.01%
283,952
+76,856
2729
$13.4M ﹤0.01%
6,288,371
+922,024
2730
$13.4M ﹤0.01%
297,067
+61,275
2731
$13.3M ﹤0.01%
339,377
+15,843
2732
$13.3M ﹤0.01%
3,401,697
+347,979
2733
$13.3M ﹤0.01%
749,547
+239,117
2734
$13.3M ﹤0.01%
928,860
-24,991
2735
$13.3M ﹤0.01%
539,934
+313,944
2736
$13.3M ﹤0.01%
553,950
+155,967
2737
$13.3M ﹤0.01%
4,229,785
-39,117
2738
$13.3M ﹤0.01%
424,989
+5,019
2739
$13.3M ﹤0.01%
611,641
+205,725
2740
$13.3M ﹤0.01%
1,234,097
+4,876
2741
$13.2M ﹤0.01%
156,244
+105,001
2742
$13.2M ﹤0.01%
207,246
+81,921
2743
$13.2M ﹤0.01%
297,486
+83,149
2744
$13.2M ﹤0.01%
237,582
+9,045
2745
$13.2M ﹤0.01%
422,949
-793,316
2746
$13.2M ﹤0.01%
242,060
+28,270
2747
$13.2M ﹤0.01%
592,043
+292,866
2748
$13.2M ﹤0.01%
173,360
+66,582
2749
$13.2M ﹤0.01%
343,041
+163,771
2750
$13.2M ﹤0.01%
174,034
+122,584
108 109
110
111 112