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
3251
$8.21M ﹤0.01%
201,081
+71,963
3252
$8.21M ﹤0.01%
154,840
+30,703
3253
$8.2M ﹤0.01%
263,286
+146,865
3254
$8.2M ﹤0.01%
245,891
+147,063
3255
$8.2M ﹤0.01%
762,664
+551,452
3256
$8.19M ﹤0.01%
361,813
+26,377
3257
$8.18M ﹤0.01%
766,185
+42,408
3258
$8.18M ﹤0.01%
359,614
+49,211
3259
$8.17M ﹤0.01%
203,822
+40,662
3260
$8.16M ﹤0.01%
744,504
+114,450
3261
$8.15M ﹤0.01%
361,287
+191,906
3262
$8.13M ﹤0.01%
698,793
+261,819
3263
$8.11M ﹤0.01%
1,318,173
+499,533
3264
$8.09M ﹤0.01%
283,998
+91,987
3265
$8.09M ﹤0.01%
768,568
+385,313
3266
$8.09M ﹤0.01%
266,212
-40,189
3267
$8.09M ﹤0.01%
577,654
-120,169
3268
$8.07M ﹤0.01%
1,899,010
+810,658
3269
$8.07M ﹤0.01%
209,077
-23,764
3270
$8.06M ﹤0.01%
929,558
+276,997
3271
$8.04M ﹤0.01%
238,784
-58,467
3272
$8.03M ﹤0.01%
174,952
+47,266
3273
$8.03M ﹤0.01%
178,445
+37,653
3274
$8.02M ﹤0.01%
850,784
+283,661
3275
$8.01M ﹤0.01%
145,164
-15,486