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
3151
$8.98M ﹤0.01%
229,045
+127,942
3152
$8.98M ﹤0.01%
349,695
+56,765
3153
$8.98M ﹤0.01%
165,781
-24,199
3154
$8.97M ﹤0.01%
229,661
+115,396
3155
$8.97M ﹤0.01%
137,607
+594
3156
$8.97M ﹤0.01%
697,296
+511,591
3157
$8.96M ﹤0.01%
606,758
+12,981
3158
$8.95M ﹤0.01%
312,057
+191,500
3159
$8.94M ﹤0.01%
399,058
+63,320
3160
$8.93M ﹤0.01%
411,517
+191,656
3161
$8.92M ﹤0.01%
332,726
+55,705
3162
$8.89M ﹤0.01%
500,061
+86,652
3163
$8.89M ﹤0.01%
66,412
+21,654
3164
$8.88M ﹤0.01%
565,429
-87,783
3165
$8.87M ﹤0.01%
1,063,610
-59,286
3166
$8.87M ﹤0.01%
1,201,203
+92,894
3167
$8.86M ﹤0.01%
178,170
-67,584
3168
$8.85M ﹤0.01%
144,330
+80,718
3169
$8.84M ﹤0.01%
736,948
+701,216
3170
$8.84M ﹤0.01%
302,722
+54,955
3171
$8.82M ﹤0.01%
576,225
+228,189
3172
$8.82M ﹤0.01%
167,673
+79,476
3173
$8.82M ﹤0.01%
626,400
+296,521
3174
$8.8M ﹤0.01%
129,397
+43,848
3175
$8.8M ﹤0.01%
362,116
+183,694
125 126
127
128 129