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
2851
$12.1M ﹤0.01%
308,309
-130,694
2852
$12.1M ﹤0.01%
1,334,460
+177,522
2853
$12.1M ﹤0.01%
1,640,652
+400,427
2854
$12.1M ﹤0.01%
1,981,920
+879,678
2855
$12.1M ﹤0.01%
312,650
+144,909
2856
$12.1M ﹤0.01%
302,496
+171,390
2857
$12.1M ﹤0.01%
3,178,519
+1,558,084
2858
$12.1M ﹤0.01%
341,271
-553,499
2859
$12M ﹤0.01%
366,461
+249,893
2860
$12M ﹤0.01%
439,293
+56,347
2861
$12M ﹤0.01%
738,428
-9,689
2862
$12M ﹤0.01%
214,462
+88,321
2863
$12M ﹤0.01%
3,122,774
+42,608
2864
$12M ﹤0.01%
383,374
+129,321
2865
$12M ﹤0.01%
322,964
+154,663
2866
$12M ﹤0.01%
1,340,600
-56,935
2867
$11.9M ﹤0.01%
515,590
-86,035
2868
$11.9M ﹤0.01%
815,527
-285,601
2869
$11.9M ﹤0.01%
907,196
+214,572
2870
$11.9M ﹤0.01%
1,131,865
+958,040
2871
$11.9M ﹤0.01%
291,552
-194,591
2872
$11.9M ﹤0.01%
471,830
+160
2873
$11.9M ﹤0.01%
383,010
+22,154
2874
$11.9M ﹤0.01%
271,223
+17,197
2875
$11.9M ﹤0.01%
232,727
-17,693
113 114
115
116 117