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
3001
$10.6M ﹤0.01%
958,024
+279,700
3002
$10.5M ﹤0.01%
230,773
+167,961
3003
$10.5M ﹤0.01%
188,676
+37,662
3004
$10.5M ﹤0.01%
466,597
-171,107
3005
$10.5M ﹤0.01%
743,089
+343,473
3006
$10.5M ﹤0.01%
269,895
-2,631
3007
$10.5M ﹤0.01%
626,124
+194,644
3008
$10.5M ﹤0.01%
1,170,978
+203,645
3009
$10.5M ﹤0.01%
823,322
+122,184
3010
$10.5M ﹤0.01%
162,588
+71,312
3011
$10.5M ﹤0.01%
1,181,164
+814,270
3012
$10.4M ﹤0.01%
213,477
+51,903
3013
$10.4M ﹤0.01%
327,539
+238,783
3014
$10.4M ﹤0.01%
1,959,238
-374,790
3015
$10.4M ﹤0.01%
253,691
+13,238
3016
$10.4M ﹤0.01%
185,743
+99,459
3017
$10.4M ﹤0.01%
513,646
+140,265
3018
$10.3M ﹤0.01%
85,339
+69,234
3019
$10.3M ﹤0.01%
905,513
+357,638
3020
$10.3M ﹤0.01%
578,853
+353,817
3021
$10.3M ﹤0.01%
102,283
+45,607
3022
$10.3M ﹤0.01%
57,599
-5,068
3023
$10.3M ﹤0.01%
1,558,387
+349,956
3024
$10.2M ﹤0.01%
262,954
+136,295
3025
$10.2M ﹤0.01%
304,839
+174,736
119 120
121
122 123