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
3726
$5M ﹤0.01%
405,411
-187,681
3727
$4.99M ﹤0.01%
112,175
+80,456
3728
$4.99M ﹤0.01%
102,209
-1,149
3729
$4.98M ﹤0.01%
172,108
+47,683
3730
$4.97M ﹤0.01%
1,607,362
-69,774
3731
$4.96M ﹤0.01%
3,101,305
+141,274
3732
$4.95M ﹤0.01%
82,365
-1,382
3733
$4.95M ﹤0.01%
2,395,580
+1,009,107
3734
$4.94M ﹤0.01%
78,496
+19,236
3735
$4.94M ﹤0.01%
226,867
-105,079
3736
$4.94M ﹤0.01%
1,629,922
+103,634
3737
$4.93M ﹤0.01%
191,601
-14,916
3738
$4.92M ﹤0.01%
1,138,976
+851,291
3739
$4.92M ﹤0.01%
51,136
+10,912
3740
$4.91M ﹤0.01%
312,211
+32,241
3741
$4.91M ﹤0.01%
47,695
-5,099
3742
$4.91M ﹤0.01%
127,473
-118,527
3743
$4.91M ﹤0.01%
432,348
-696,485
3744
$4.9M ﹤0.01%
522,637
+36,043
3745
$4.89M ﹤0.01%
710,059
+194,819
3746
$4.89M ﹤0.01%
113,029
+31,648
3747
$4.88M ﹤0.01%
81,533
+6,328
3748
$4.87M ﹤0.01%
177,970
+24,421
3749
$4.87M ﹤0.01%
60,299
-35,909
3750
$4.87M ﹤0.01%
124,174
+26,231
148 149
150
151 152