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
2751
$13.1M ﹤0.01%
589,538
+431,131
2752
$13.1M ﹤0.01%
482,634
+180,163
2753
$13.1M ﹤0.01%
1,240,785
+135,569
2754
$13.1M ﹤0.01%
717,145
-154,628
2755
$13.1M ﹤0.01%
478,350
+147,914
2756
$13.1M ﹤0.01%
634,894
-41,154
2757
$13.1M ﹤0.01%
447,068
+213,014
2758
$13.1M ﹤0.01%
891,342
+160,745
2759
$13.1M ﹤0.01%
504,911
-81,233
2760
$13.1M ﹤0.01%
361,019
+161,961
2761
$13.1M ﹤0.01%
366,446
+304,098
2762
$13.1M ﹤0.01%
645,233
+304,322
2763
$13M ﹤0.01%
717,908
+140,060
2764
$13M ﹤0.01%
328,406
+31,011
2765
$13M ﹤0.01%
274,463
+149,375
2766
$13M ﹤0.01%
437,159
+164,120
2767
$13M ﹤0.01%
673,353
+223,996
2768
$13M ﹤0.01%
175,988
-9,097
2769
$13M ﹤0.01%
482,027
-536,997
2770
$13M ﹤0.01%
392,878
+130,852
2771
$13M ﹤0.01%
122,861
+71,454
2772
$13M ﹤0.01%
689,239
+62,955
2773
$13M ﹤0.01%
682,369
+166,073
2774
$13M ﹤0.01%
537,048
+452,107
2775
$13M ﹤0.01%
1,137,265
-551,176
109 110
111
112 113