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
2901
$11.6M ﹤0.01%
3,669,680
+2,119,150
2902
$11.6M ﹤0.01%
334,264
+115,340
2903
$11.6M ﹤0.01%
543,685
+259,905
2904
$11.6M ﹤0.01%
573,997
-107,987
2905
$11.5M ﹤0.01%
260,615
+8,816
2906
$11.5M ﹤0.01%
168,841
+46,607
2907
$11.5M ﹤0.01%
683,001
+377,965
2908
$11.5M ﹤0.01%
699,001
-634,805
2909
$11.5M ﹤0.01%
1,377,264
+84,709
2910
$11.5M ﹤0.01%
745,166
+438,154
2911
$11.5M ﹤0.01%
399,991
+108,743
2912
$11.5M ﹤0.01%
412,868
-163,020
2913
$11.5M ﹤0.01%
1,330,470
+1,117,621
2914
$11.5M ﹤0.01%
1,049,163
-951,027
2915
$11.5M ﹤0.01%
563,265
+314,319
2916
$11.5M ﹤0.01%
417,970
+240,584
2917
$11.4M ﹤0.01%
1,254,110
-148,988
2918
$11.4M ﹤0.01%
191,432
-28,321
2919
$11.4M ﹤0.01%
3,831,463
+1,143,026
2920
$11.4M ﹤0.01%
604,566
+124,626
2921
$11.4M ﹤0.01%
166,767
-2,524
2922
$11.4M ﹤0.01%
125,756
-34,899
2923
$11.4M ﹤0.01%
396,632
+142,017
2924
$11.4M ﹤0.01%
310,533
+58,847
2925
$11.4M ﹤0.01%
1,391,603
-154,073
115 116
117
118 119