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
3376
$7.26M ﹤0.01%
950,154
-414,179
3377
$7.26M ﹤0.01%
668,086
+607,294
3378
$7.25M ﹤0.01%
382,358
+141,780
3379
$7.25M ﹤0.01%
177,845
+73,793
3380
$7.25M ﹤0.01%
316,178
-49,337
3381
$7.25M ﹤0.01%
162,060
+4,259
3382
$7.22M ﹤0.01%
146,420
+56,962
3383
$7.21M ﹤0.01%
307,000
-340,361
3384
$7.21M ﹤0.01%
352,123
+169,297
3385
$7.2M ﹤0.01%
221,766
-40,854
3386
$7.2M ﹤0.01%
286,302
-13,967
3387
$7.2M ﹤0.01%
1,066,307
+665,281
3388
$7.19M ﹤0.01%
220,185
+4,025
3389
$7.19M ﹤0.01%
35,236
+8,876
3390
$7.18M ﹤0.01%
321,762
-58,711
3391
$7.16M ﹤0.01%
50,018
-3,277
3392
$7.16M ﹤0.01%
177,296
-49,484
3393
$7.16M ﹤0.01%
585,281
+442,226
3394
$7.15M ﹤0.01%
1,906,412
+1,280,666
3395
$7.14M ﹤0.01%
737,948
+16,452
3396
$7.13M ﹤0.01%
231,252
+168,010
3397
$7.12M ﹤0.01%
1,816,889
+560,197
3398
$7.11M ﹤0.01%
1,969,184
-35,288
3399
$7.11M ﹤0.01%
576,947
+173,646
3400
$7.11M ﹤0.01%
553,769
+174,281
134 135
136
137 138