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
2951
$11.1M ﹤0.01%
661,768
-120,515
2952
$11.1M ﹤0.01%
359,932
+329,590
2953
$11.1M ﹤0.01%
397,625
+169,039
2954
$11.1M ﹤0.01%
440,987
+19,968
2955
$11.1M ﹤0.01%
107,218
-27,342
2956
$11.1M ﹤0.01%
1,142,077
+155,807
2957
$11.1M ﹤0.01%
208,438
+93,765
2958
$11.1M ﹤0.01%
289,425
-171
2959
$11.1M ﹤0.01%
443,567
+253,592
2960
$11.1M ﹤0.01%
334,506
-78,824
2961
$11M ﹤0.01%
1,727,685
+430,941
2962
$11M ﹤0.01%
320,478
+23,469
2963
$11M ﹤0.01%
460,440
-332,784
2964
$11M ﹤0.01%
224,235
+93,663
2965
$11M ﹤0.01%
439,951
+322,156
2966
$11M ﹤0.01%
165,007
+36,684
2967
$10.9M ﹤0.01%
197,263
+129,061
2968
$10.9M ﹤0.01%
1,179,060
+874,864
2969
$10.9M ﹤0.01%
75,048
+3,158
2970
$10.9M ﹤0.01%
2,610,941
+53,915
2971
$10.9M ﹤0.01%
166,334
+57,566
2972
$10.9M ﹤0.01%
297,747
-4,559
2973
$10.9M ﹤0.01%
212,433
+43,105
2974
$10.9M ﹤0.01%
476,276
+228,134
2975
$10.9M ﹤0.01%
126,611
+41,890
117 118
119
120 121