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
3651
$5.35M ﹤0.01%
121,456
+47,463
3652
$5.35M ﹤0.01%
134,017
-3,993
3653
$5.35M ﹤0.01%
479,931
+14,453
3654
$5.34M ﹤0.01%
158,237
-60,165
3655
$5.33M ﹤0.01%
49,319
+9,285
3656
$5.32M ﹤0.01%
491,482
-335,214
3657
$5.31M ﹤0.01%
843,201
+953
3658
$5.31M ﹤0.01%
314,819
+46,565
3659
$5.3M ﹤0.01%
957,731
+951,017
3660
$5.29M ﹤0.01%
130,913
+75,469
3661
$5.29M ﹤0.01%
1,546,903
-13,676
3662
$5.29M ﹤0.01%
129,371
+78,054
3663
$5.29M ﹤0.01%
+299,890
3664
$5.28M ﹤0.01%
422,825
+68,023
3665
$5.24M ﹤0.01%
62,531
-580,433
3666
$5.24M ﹤0.01%
553,208
+206,007
3667
$5.24M ﹤0.01%
133,575
-1,164
3668
$5.22M ﹤0.01%
164,864
-39,848
3669
$5.21M ﹤0.01%
62,731
+484
3670
$5.21M ﹤0.01%
79,354
+7,374
3671
$5.21M ﹤0.01%
114,788
+18,202
3672
$5.21M ﹤0.01%
1,151,444
-112,242
3673
$5.2M ﹤0.01%
795,689
+558,347
3674
$5.2M ﹤0.01%
121,446
-3,207
3675
$5.2M ﹤0.01%
871,096
+798,845