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
3401
$7.1M ﹤0.01%
255,465
-28,464
3402
$7.09M ﹤0.01%
402,360
+180,112
3403
$7.08M ﹤0.01%
357,570
+72,872
3404
$7.08M ﹤0.01%
448,758
-35,056
3405
$7.08M ﹤0.01%
113,293
+65,527
3406
$7.08M ﹤0.01%
114,687
-10,625
3407
$7.07M ﹤0.01%
1,963,244
+5,565
3408
$7.06M ﹤0.01%
2,321,937
-1,335,715
3409
$7.06M ﹤0.01%
1,297,258
+1,019,028
3410
$7.05M ﹤0.01%
83,407
+24,405
3411
$7.04M ﹤0.01%
735,564
+203,191
3412
$7.04M ﹤0.01%
585,131
+194,713
3413
$7.03M ﹤0.01%
134,241
+317
3414
$7.02M ﹤0.01%
32,807
+20,395
3415
$7.01M ﹤0.01%
142,872
+37,174
3416
$7.01M ﹤0.01%
94,133
+12,527
3417
$7.01M ﹤0.01%
530,761
+17,937
3418
$7M ﹤0.01%
432,123
+267,445
3419
$6.99M ﹤0.01%
268,722
+56,175
3420
$6.97M ﹤0.01%
675,058
+394,918
3421
$6.97M ﹤0.01%
109,564
+59,541
3422
$6.97M ﹤0.01%
113,879
-6,786
3423
$6.96M ﹤0.01%
784,239
-133,446
3424
$6.95M ﹤0.01%
503,084
+85,977
3425
$6.95M ﹤0.01%
221,312
+44,921
135 136
137
138 139