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
3701
$5.09M ﹤0.01%
2,044,615
+317,931
3702
$5.09M ﹤0.01%
158,184
-668
3703
$5.09M ﹤0.01%
217,379
+2,540
3704
$5.06M ﹤0.01%
712,526
+140,426
3705
$5.06M ﹤0.01%
323,286
-4,889
3706
$5.05M ﹤0.01%
794,711
+423,720
3707
$5.05M ﹤0.01%
74,563
-18,547
3708
$5.05M ﹤0.01%
134,989
+6,973
3709
$5.05M ﹤0.01%
934,942
+70,448
3710
$5.04M ﹤0.01%
505,397
-1,055,422
3711
$5.04M ﹤0.01%
435,732
+24,850
3712
$5.04M ﹤0.01%
211,707
+69,554
3713
$5.03M ﹤0.01%
94,253
-29,188
3714
$5.03M ﹤0.01%
465,018
+191,386
3715
$5.02M ﹤0.01%
321,851
-133,237
3716
$5.02M ﹤0.01%
77,219
-5,950
3717
$5.02M ﹤0.01%
476,509
+279,885
3718
$5.02M ﹤0.01%
261,398
+256,291
3719
$5.02M ﹤0.01%
231,496
+18,136
3720
$5.02M ﹤0.01%
613,257
+419,061
3721
$5.02M ﹤0.01%
213,080
-182,568
3722
$5.01M ﹤0.01%
677,330
+111,171
3723
$5M ﹤0.01%
617,667
+23,979
3724
$5M ﹤0.01%
231,493
+70,591
3725
$5M ﹤0.01%
1,035,211
147 148
149
150 151