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
3126
$9.25M ﹤0.01%
654,510
+454,998
3127
$9.23M ﹤0.01%
142,053
+40,139
3128
$9.23M ﹤0.01%
249,509
+126,889
3129
$9.23M ﹤0.01%
246,531
+103,258
3130
$9.22M ﹤0.01%
416,136
+85,605
3131
$9.21M ﹤0.01%
106,200
+70,681
3132
$9.21M ﹤0.01%
750,812
-67,533
3133
$9.21M ﹤0.01%
112,936
+40,898
3134
$9.18M ﹤0.01%
429,051
-53,866
3135
$9.17M ﹤0.01%
1,246,453
+172,479
3136
$9.13M ﹤0.01%
315,256
+162,426
3137
$9.13M ﹤0.01%
849,327
-40,688
3138
$9.12M ﹤0.01%
50,019
+35,444
3139
$9.11M ﹤0.01%
2,671,052
+1,806,479
3140
$9.11M ﹤0.01%
550,939
-61,788
3141
$9.1M ﹤0.01%
310,348
+57,521
3142
$9.07M ﹤0.01%
421,846
+138,043
3143
$9.07M ﹤0.01%
88,025
-4,568
3144
$9.05M ﹤0.01%
743,341
+68,076
3145
$9.05M ﹤0.01%
861,915
+135,789
3146
$9.04M ﹤0.01%
152,408
-2,599
3147
$9.03M ﹤0.01%
3,040,189
+2,102,543
3148
$9.03M ﹤0.01%
703,019
+449,904
3149
$9.01M ﹤0.01%
81,899
-37,218
3150
$8.99M ﹤0.01%
72,194
+3,108