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
3301
$7.83M ﹤0.01%
423,032
+120,380
3302
$7.83M ﹤0.01%
234,583
+153,912
3303
$7.82M ﹤0.01%
933,519
-224,796
3304
$7.82M ﹤0.01%
726,243
-574
3305
$7.82M ﹤0.01%
799,251
-233,842
3306
$7.82M ﹤0.01%
570,990
+32,603
3307
$7.82M ﹤0.01%
1,423,746
+1,050,368
3308
$7.81M ﹤0.01%
311,032
+120,023
3309
$7.81M ﹤0.01%
667,629
-2,885,181
3310
$7.8M ﹤0.01%
111,294
-14,096
3311
$7.79M ﹤0.01%
186,192
-74,564
3312
$7.79M ﹤0.01%
1,737,739
+301,926
3313
$7.76M ﹤0.01%
362,440
+43,641
3314
$7.76M ﹤0.01%
1,349,576
+487,495
3315
$7.76M ﹤0.01%
54,058
+20,470
3316
$7.75M ﹤0.01%
351,630
-508,052
3317
$7.75M ﹤0.01%
430,192
-77,041
3318
$7.75M ﹤0.01%
478,142
-75,911
3319
$7.75M ﹤0.01%
560,220
+50,037
3320
$7.71M ﹤0.01%
116,304
+43,550
3321
$7.7M ﹤0.01%
299,033
+66,285
3322
$7.69M ﹤0.01%
128,508
+55,287
3323
$7.67M ﹤0.01%
842,322
+127,192
3324
$7.67M ﹤0.01%
233,612
+97,086
3325
$7.65M ﹤0.01%
550,286
+171,376
131 132
133
134 135