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
3501
$6.35M ﹤0.01%
209,613
-4,092
3502
$6.35M ﹤0.01%
360,259
+328,350
3503
$6.33M ﹤0.01%
162,789
+32,623
3504
$6.32M ﹤0.01%
507,030
+180,984
3505
$6.32M ﹤0.01%
397,059
+106,552
3506
$6.32M ﹤0.01%
1,224,463
+969,116
3507
$6.3M ﹤0.01%
985,606
+436,184
3508
$6.3M ﹤0.01%
495,956
-397,064
3509
$6.3M ﹤0.01%
427,295
-1,140,682
3510
$6.29M ﹤0.01%
278,050
+18,964
3511
$6.29M ﹤0.01%
131,048
-68,765
3512
$6.29M ﹤0.01%
601,785
+366,062
3513
$6.28M ﹤0.01%
250,514
-311,634
3514
$6.28M ﹤0.01%
296,123
+35,402
3515
$6.27M ﹤0.01%
456,930
+365,008
3516
$6.27M ﹤0.01%
241,226
+100,442
3517
$6.25M ﹤0.01%
576,840
+220,695
3518
$6.25M ﹤0.01%
261,030
+60,638
3519
$6.25M ﹤0.01%
122,562
+53,817
3520
$6.25M ﹤0.01%
680,428
+201,372
3521
$6.24M ﹤0.01%
106,347
-56,407
3522
$6.23M ﹤0.01%
531,644
+363,916
3523
$6.22M ﹤0.01%
5,811,495
-321,199
3524
$6.22M ﹤0.01%
407,870
+69,183
3525
$6.21M ﹤0.01%
379,137
+82,055
139 140
141
142 143