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
3801
$4.55M ﹤0.01%
50,423
-75,951
3802
$4.55M ﹤0.01%
53,383
+26,314
3803
$4.54M ﹤0.01%
334,730
+330,123
3804
$4.52M ﹤0.01%
236,174
+114,152
3805
$4.51M ﹤0.01%
128,047
+49,055
3806
$4.51M ﹤0.01%
596,349
-45,702
3807
$4.51M ﹤0.01%
212,240
+121,547
3808
$4.49M ﹤0.01%
232,363
+143,979
3809
$4.49M ﹤0.01%
164,824
+118,187
3810
$4.49M ﹤0.01%
131,453
+59,918
3811
$4.49M ﹤0.01%
352,541
-206,352
3812
$4.47M ﹤0.01%
304,920
+131,738
3813
$4.47M ﹤0.01%
395,282
+215,982
3814
$4.46M ﹤0.01%
164,325
+29,773
3815
$4.46M ﹤0.01%
285,689
+44,960
3816
$4.45M ﹤0.01%
227,517
-2,980
3817
$4.45M ﹤0.01%
199,402
+78,354
3818
$4.44M ﹤0.01%
213,824
+97,998
3819
$4.43M ﹤0.01%
345,543
-152,332
3820
$4.43M ﹤0.01%
520,087
-580,855
3821
$4.42M ﹤0.01%
325,153
+155,996
3822
$4.42M ﹤0.01%
1,426,440
+225,936
3823
$4.4M ﹤0.01%
651,961
+494,836
3824
$4.4M ﹤0.01%
198,164
-4,801
3825
$4.4M ﹤0.01%
1,146,563
+72,086
151 152
153
154 155