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
3076
$9.74M ﹤0.01%
336,692
+5,675
3077
$9.72M ﹤0.01%
284,086
+130,703
3078
$9.71M ﹤0.01%
345,739
+167,894
3079
$9.71M ﹤0.01%
873,953
+384,762
3080
$9.71M ﹤0.01%
129,485
+84,324
3081
$9.69M ﹤0.01%
658,419
+369,427
3082
$9.69M ﹤0.01%
524,779
+295,480
3083
$9.67M ﹤0.01%
409,064
-82,773
3084
$9.67M ﹤0.01%
709,808
-112,165
3085
$9.67M ﹤0.01%
1,956,995
+566,500
3086
$9.64M ﹤0.01%
674,016
+262,352
3087
$9.61M ﹤0.01%
259,969
+58,555
3088
$9.6M ﹤0.01%
1,588,570
-3,319,894
3089
$9.59M ﹤0.01%
+200,000
3090
$9.58M ﹤0.01%
351,649
+203,338
3091
$9.57M ﹤0.01%
352,582
+3,061
3092
$9.56M ﹤0.01%
377,653
-387,102
3093
$9.55M ﹤0.01%
71,895
+19,402
3094
$9.53M ﹤0.01%
174,040
+12,642
3095
$9.52M ﹤0.01%
719,072
+246,664
3096
$9.51M ﹤0.01%
91,468
-100,240
3097
$9.5M ﹤0.01%
861,750
+321,834
3098
$9.49M ﹤0.01%
244,114
+128,688
3099
$9.49M ﹤0.01%
1,256,991
+179,833
3100
$9.48M ﹤0.01%
182,259
+156,392