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
3676
$5.2M ﹤0.01%
295,072
-35,711
3677
$5.2M ﹤0.01%
350,676
+251,045
3678
$5.19M ﹤0.01%
202,962
+29,135
3679
$5.17M ﹤0.01%
231,400
+13,696
3680
$5.17M ﹤0.01%
584,643
+442,430
3681
$5.17M ﹤0.01%
275,801
-101,625
3682
$5.17M ﹤0.01%
488,290
+200,600
3683
$5.16M ﹤0.01%
139,187
+106,991
3684
$5.16M ﹤0.01%
259,507
+83,234
3685
$5.16M ﹤0.01%
244,797
+104,277
3686
$5.16M ﹤0.01%
1,425,727
+379,006
3687
$5.14M ﹤0.01%
351,120
-21,202
3688
$5.14M ﹤0.01%
90,032
-15,200
3689
$5.13M ﹤0.01%
1,257,863
-168,603
3690
$5.13M ﹤0.01%
140,985
+71,993
3691
$5.13M ﹤0.01%
265,032
+74,137
3692
$5.13M ﹤0.01%
315,467
+161,523
3693
$5.13M ﹤0.01%
294,329
+170,858
3694
$5.12M ﹤0.01%
205,614
-126,160
3695
$5.1M ﹤0.01%
1,993,657
+1,930,232
3696
$5.1M ﹤0.01%
107,204
+28,964
3697
$5.1M ﹤0.01%
479,003
+85,867
3698
$5.1M ﹤0.01%
671,929
+38,447
3699
$5.1M ﹤0.01%
149,313
+85,603
3700
$5.09M ﹤0.01%
348,147
+6,409
146 147
148
149 150