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
3551
$6.04M ﹤0.01%
223,888
+174,403
3552
$6.03M ﹤0.01%
455,493
+295,758
3553
$6.03M ﹤0.01%
137,392
+9,603
3554
$6.02M ﹤0.01%
58,471
+14,598
3555
$6.02M ﹤0.01%
98,824
-29,320
3556
$6.02M ﹤0.01%
446,297
+252,436
3557
$6M ﹤0.01%
200,476
+54,578
3558
$5.99M ﹤0.01%
556,951
+25,398
3559
$5.99M ﹤0.01%
315,237
+49,172
3560
$5.98M ﹤0.01%
261,653
+43,179
3561
$5.97M ﹤0.01%
595,588
+224,619
3562
$5.97M ﹤0.01%
2,972,031
-309,183
3563
$5.97M ﹤0.01%
1,814,177
+402,846
3564
$5.96M ﹤0.01%
927,023
-858,870
3565
$5.96M ﹤0.01%
445,482
+106,063
3566
$5.94M ﹤0.01%
82,953
-15,071
3567
$5.94M ﹤0.01%
406,120
+177,642
3568
$5.93M ﹤0.01%
371,747
+203,247
3569
$5.92M ﹤0.01%
85,771
-26,203
3570
$5.91M ﹤0.01%
120,119
+31,362
3571
$5.91M ﹤0.01%
182,606
+36,112
3572
$5.89M ﹤0.01%
813,136
+227,083
3573
$5.89M ﹤0.01%
890,504
+837,677
3574
$5.88M ﹤0.01%
1,018,234
+49,035
3575
$5.88M ﹤0.01%
2,032,470
+111,210
141 142
143
144 145