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
3476
$6.5M ﹤0.01%
306,346
-32,855
3477
$6.5M ﹤0.01%
493,176
+193,092
3478
$6.5M ﹤0.01%
352,925
+311,779
3479
$6.5M ﹤0.01%
117,990
+44,531
3480
$6.48M ﹤0.01%
502,643
-23,816
3481
$6.46M ﹤0.01%
133,966
+22,217
3482
$6.45M ﹤0.01%
781,326
-74,359
3483
$6.45M ﹤0.01%
444,822
+324,779
3484
$6.44M ﹤0.01%
536,503
+84,101
3485
$6.44M ﹤0.01%
233,000
-8,269
3486
$6.43M ﹤0.01%
345,882
+130,862
3487
$6.43M ﹤0.01%
187,251
+40,593
3488
$6.43M ﹤0.01%
1,168,589
+971,495
3489
$6.42M ﹤0.01%
151,927
-106,656
3490
$6.4M ﹤0.01%
1,489,057
+360,642
3491
$6.4M ﹤0.01%
139,043
+16,498
3492
$6.39M ﹤0.01%
317,069
+226,237
3493
$6.38M ﹤0.01%
153,838
+25,318
3494
$6.37M ﹤0.01%
508,352
+174,077
3495
$6.37M ﹤0.01%
115,495
-12,607
3496
$6.36M ﹤0.01%
540,428
+290,495
3497
$6.36M ﹤0.01%
502,743
+165,031
3498
$6.36M ﹤0.01%
65,943
+4,491
3499
$6.36M ﹤0.01%
88,152
+18,201
3500
$6.36M ﹤0.01%
465,459
+277,702
138 139
140
141 142