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
3276
$8.01M ﹤0.01%
4,327,668
+322,587
3277
$8.01M ﹤0.01%
263,504
-99,998
3278
$7.99M ﹤0.01%
260,076
+58,377
3279
$7.97M ﹤0.01%
1,135,927
-634,496
3280
$7.96M ﹤0.01%
227,173
-4,546
3281
$7.95M ﹤0.01%
266,890
+34,978
3282
$7.95M ﹤0.01%
193,807
-27,933
3283
$7.95M ﹤0.01%
989,662
-18,637
3284
$7.95M ﹤0.01%
471,021
+178,639
3285
$7.94M ﹤0.01%
181,262
+99,875
3286
$7.94M ﹤0.01%
55,594
+15,688
3287
$7.92M ﹤0.01%
514,051
+149,734
3288
$7.92M ﹤0.01%
545,113
+52,485
3289
$7.92M ﹤0.01%
305,705
-13,363
3290
$7.92M ﹤0.01%
229,636
+24,000
3291
$7.91M ﹤0.01%
1,144,232
+778,100
3292
$7.9M ﹤0.01%
409,535
+111,633
3293
$7.89M ﹤0.01%
171,316
-107,485
3294
$7.89M ﹤0.01%
133,240
+68,532
3295
$7.89M ﹤0.01%
71,732
-8,496
3296
$7.88M ﹤0.01%
108,718
+43,072
3297
$7.87M ﹤0.01%
894,572
-910,415
3298
$7.85M ﹤0.01%
95,507
-324
3299
$7.84M ﹤0.01%
2,153,068
+358,097
3300
$7.84M ﹤0.01%
375,405
-209,880
130 131
132
133 134