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
2876
$11.8M ﹤0.01%
70,101
-12,308
2877
$11.8M ﹤0.01%
335,302
-18,515
2878
$11.8M ﹤0.01%
637,709
-48,509
2879
$11.8M ﹤0.01%
297,622
+117,421
2880
$11.8M ﹤0.01%
577,548
+92,737
2881
$11.8M ﹤0.01%
239,824
+71,929
2882
$11.8M ﹤0.01%
189,036
+45,943
2883
$11.8M ﹤0.01%
124,717
+42,066
2884
$11.8M ﹤0.01%
653,200
-5,322,676
2885
$11.8M ﹤0.01%
157,141
+12,354
2886
$11.8M ﹤0.01%
200,467
+95,331
2887
$11.8M ﹤0.01%
440,930
+45,324
2888
$11.8M ﹤0.01%
281,948
-53,417
2889
$11.7M ﹤0.01%
157,364
+64,857
2890
$11.7M ﹤0.01%
244,018
+138,205
2891
$11.7M ﹤0.01%
311,417
+101,390
2892
$11.7M ﹤0.01%
156,297
+60,586
2893
$11.7M ﹤0.01%
131,293
+86,210
2894
$11.7M ﹤0.01%
364,170
-73,700
2895
$11.7M ﹤0.01%
506,932
-144,748
2896
$11.7M ﹤0.01%
335,993
+168,402
2897
$11.6M ﹤0.01%
279,143
+69,797
2898
$11.6M ﹤0.01%
244,874
+78,326
2899
$11.6M ﹤0.01%
4,858,628
-1,695,865
2900
$11.6M ﹤0.01%
910,906
+503,349
114 115
116
117 118