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
301
$484M 0.06%
9,384,819
+1,473,622
302
$484M 0.06%
16,541,322
+3,695,738
303
$483M 0.06%
8,197,642
+2,329,969
304
$482M 0.06%
5,884,409
+1,524,413
305
$478M 0.06%
1,211,199
+226,697
306
$472M 0.06%
7,615,352
-24,791
307
$470M 0.06%
6,059,296
+2,235,043
308
$470M 0.06%
1,943,386
+852,131
309
$465M 0.06%
11,720,396
+3,437,811
310
$465M 0.06%
4,208,320
+1,506,403
311
$461M 0.06%
9,238,560
-104,316
312
$460M 0.06%
14,483,721
+3,602,118
313
$457M 0.06%
2,050,611
+843,512
314
$457M 0.06%
2,011,465
+945,093
315
$456M 0.06%
2,620,794
+108,529
316
$455M 0.06%
7,368,749
+1,779,205
317
$454M 0.06%
2,633,583
+257,561
318
$454M 0.06%
9,791,884
+3,839,738
319
$451M 0.06%
5,061,950
+898,823
320
$449M 0.06%
9,489,934
+6,512,721
321
$448M 0.06%
758,044
+299,537
322
$447M 0.06%
6,913,376
+106,381
323
$447M 0.06%
679,881
+283,691
324
$444M 0.06%
2,627,254
+1,297,321
325
$443M 0.06%
3,258,727
+895,996
11 12
13
14 15