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
3451
$6.68M ﹤0.01%
106,523
+36,437
3452
$6.68M ﹤0.01%
142,440
+80,420
3453
$6.67M ﹤0.01%
140,749
-68,707
3454
$6.67M ﹤0.01%
113,604
-40,692
3455
$6.67M ﹤0.01%
376,560
+11,230
3456
$6.67M ﹤0.01%
219,399
+10,915
3457
$6.67M ﹤0.01%
553,693
+497,607
3458
$6.67M ﹤0.01%
651,514
+285,128
3459
$6.66M ﹤0.01%
482,488
+154,680
3460
$6.66M ﹤0.01%
1,596,485
+599,778
3461
$6.65M ﹤0.01%
535,213
-16,210
3462
$6.63M ﹤0.01%
163,145
+101,537
3463
$6.63M ﹤0.01%
783,853
-621,546
3464
$6.63M ﹤0.01%
147,307
-21,470
3465
$6.63M ﹤0.01%
196,905
+58,927
3466
$6.63M ﹤0.01%
339,539
+98,594
3467
$6.63M ﹤0.01%
599,494
+107,831
3468
$6.61M ﹤0.01%
64,074
-110,848
3469
$6.59M ﹤0.01%
155,186
+68,420
3470
$6.58M ﹤0.01%
193,985
+116,198
3471
$6.58M ﹤0.01%
334,149
+148,666
3472
$6.58M ﹤0.01%
734,717
-81,638
3473
$6.58M ﹤0.01%
547,978
+156,452
3474
$6.57M ﹤0.01%
186,710
+109,351
3475
$6.53M ﹤0.01%
259,556
+37,739
137 138
139
140 141