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
326
$442M 0.06%
8,172,518
+3,058,762
327
$437M 0.06%
7,424,231
-591,056
328
$437M 0.06%
4,623,517
+27,627
329
$433M 0.06%
5,784,337
+15,162
330
$433M 0.06%
10,861,871
-2,783,869
331
$431M 0.06%
6,268,725
-786,489
332
$428M 0.06%
6,722,513
+63,442
333
$427M 0.06%
910,525
+502,401
334
$425M 0.06%
8,404,407
-1,765,556
335
$423M 0.06%
23,593,169
-1,912,513
336
$421M 0.05%
17,557,296
+1,140,635
337
$419M 0.05%
10,408,206
-368,356
338
$419M 0.05%
1,552,747
+735,484
339
$418M 0.05%
3,452,535
+1,699,374
340
$417M 0.05%
1,718,355
+337,076
341
$417M 0.05%
12,290,067
+3,776,166
342
$412M 0.05%
2,068,082
+578,468
343
$412M 0.05%
16,910,538
-1,280,953
344
$412M 0.05%
17,235,975
+1,819,122
345
$411M 0.05%
4,093,528
+1,454,364
346
$408M 0.05%
7,315,812
+5,584,434
347
$407M 0.05%
8,612,244
-670,130
348
$406M 0.05%
4,789,342
+2,416,058
349
$405M 0.05%
10,865,301
+6,142,145
350
$403M 0.05%
8,896,876
-404,980
12 13
14
15 16