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
3351
$7.46M ﹤0.01%
573,602
+64,516
3352
$7.46M ﹤0.01%
561,183
+189,072
3353
$7.44M ﹤0.01%
143,472
+10,477
3354
$7.44M ﹤0.01%
577,847
+218,732
3355
$7.43M ﹤0.01%
744,258
-63,972
3356
$7.43M ﹤0.01%
850,650
+106,506
3357
$7.41M ﹤0.01%
347,809
+177,226
3358
$7.41M ﹤0.01%
149,810
-728
3359
$7.41M ﹤0.01%
317,653
+509
3360
$7.39M ﹤0.01%
49,238
+10,166
3361
$7.38M ﹤0.01%
138,790
+61,385
3362
$7.38M ﹤0.01%
230,795
+127,876
3363
$7.38M ﹤0.01%
582,105
-98,754
3364
$7.37M ﹤0.01%
473,209
+143,731
3365
$7.37M ﹤0.01%
168,635
-249,042
3366
$7.37M ﹤0.01%
248,465
+2,004
3367
$7.35M ﹤0.01%
1,554,840
+252,863
3368
$7.35M ﹤0.01%
307,495
+53,255
3369
$7.35M ﹤0.01%
674,038
+261,061
3370
$7.34M ﹤0.01%
430,718
-76,359
3371
$7.34M ﹤0.01%
279,349
+48,779
3372
$7.33M ﹤0.01%
318,352
-38,939
3373
$7.3M ﹤0.01%
19,783
-7,020
3374
$7.28M ﹤0.01%
301,416
+280,638
3375
$7.27M ﹤0.01%
62,948
-23,907
133 134
135
136 137