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
3201
$8.58M ﹤0.01%
838,087
+492,544
3202
$8.58M ﹤0.01%
861,382
+215,101
3203
$8.58M ﹤0.01%
137,493
+47,949
3204
$8.58M ﹤0.01%
996,135
-38,360
3205
$8.57M ﹤0.01%
73,645
+21,352
3206
$8.56M ﹤0.01%
1,149,386
+704,303
3207
$8.56M ﹤0.01%
367,818
-185,428
3208
$8.55M ﹤0.01%
215,966
+17,059
3209
$8.55M ﹤0.01%
431,215
+251,312
3210
$8.55M ﹤0.01%
239,284
-44,604
3211
$8.55M ﹤0.01%
246,416
+100,385
3212
$8.53M ﹤0.01%
2,198
+515
3213
$8.52M ﹤0.01%
364,244
+90,005
3214
$8.52M ﹤0.01%
408,425
+52,886
3215
$8.49M ﹤0.01%
179,625
+75,969
3216
$8.49M ﹤0.01%
405,148
-169,005
3217
$8.47M ﹤0.01%
327,022
+214,543
3218
$8.46M ﹤0.01%
288,740
+131,206
3219
$8.46M ﹤0.01%
844,815
+99,208
3220
$8.44M ﹤0.01%
458,678
+290,893
3221
$8.43M ﹤0.01%
448,076
+171,419
3222
$8.42M ﹤0.01%
2,582,750
-221,514
3223
$8.41M ﹤0.01%
152,965
+17,427
3224
$8.39M ﹤0.01%
185,254
+38,010
3225
$8.38M ﹤0.01%
172,341
-13,481
127 128
129
130 131