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
3051
$9.96M ﹤0.01%
478,190
+181,310
3052
$9.94M ﹤0.01%
555,617
+196,511
3053
$9.94M ﹤0.01%
281,518
+27,895
3054
$9.94M ﹤0.01%
257,644
+50,336
3055
$9.93M ﹤0.01%
1,365,881
+893,689
3056
$9.92M ﹤0.01%
668,309
+297,041
3057
$9.9M ﹤0.01%
520,537
+262,183
3058
$9.88M ﹤0.01%
303,870
-183,795
3059
$9.86M ﹤0.01%
494,353
+138,438
3060
$9.85M ﹤0.01%
649,169
+35,329
3061
$9.84M ﹤0.01%
592,225
-38,166
3062
$9.84M ﹤0.01%
835,071
+272,877
3063
$9.83M ﹤0.01%
1,985,189
+949,405
3064
$9.82M ﹤0.01%
1,093,486
+764,831
3065
$9.82M ﹤0.01%
80,688
+42,896
3066
$9.81M ﹤0.01%
317,104
+95,608
3067
$9.81M ﹤0.01%
223,971
-145,461
3068
$9.79M ﹤0.01%
1,401,420
-1,622
3069
$9.79M ﹤0.01%
979,259
+505,101
3070
$9.78M ﹤0.01%
108,154
-4,282
3071
$9.78M ﹤0.01%
2,501,240
-2,302,140
3072
$9.77M ﹤0.01%
1,696,628
-117,046
3073
$9.77M ﹤0.01%
262,925
-344,838
3074
$9.75M ﹤0.01%
307,528
+153,136
3075
$9.75M ﹤0.01%
477,918
+277,462