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
3901
$4M ﹤0.01%
427,381
+25,745
3902
$4M ﹤0.01%
100,765
-1,138
3903
$3.99M ﹤0.01%
135,777
+91,079
3904
$3.99M ﹤0.01%
117,555
+19,867
3905
$3.97M ﹤0.01%
302,685
+32,807
3906
$3.97M ﹤0.01%
394,762
+195,858
3907
$3.97M ﹤0.01%
192,772
-24,429
3908
$3.96M ﹤0.01%
104,986
+39,906
3909
$3.96M ﹤0.01%
447,883
-42,706
3910
$3.96M ﹤0.01%
234,486
-782
3911
$3.96M ﹤0.01%
194,432
-122,507
3912
$3.96M ﹤0.01%
169,122
+66,428
3913
$3.96M ﹤0.01%
254,432
+126,972
3914
$3.94M ﹤0.01%
415,916
+354,650
3915
$3.92M ﹤0.01%
34,773
+13
3916
$3.9M ﹤0.01%
393,664
+73,653
3917
$3.9M ﹤0.01%
65,944
-545
3918
$3.9M ﹤0.01%
813,552
+289,169
3919
$3.89M ﹤0.01%
92,659
-53,225
3920
$3.88M ﹤0.01%
165,087
+109,440
3921
$3.88M ﹤0.01%
481,098
+275,386
3922
$3.88M ﹤0.01%
42,598
+954
3923
$3.88M ﹤0.01%
105,237
-5,476
3924
$3.87M ﹤0.01%
1,203,141
+29,850
3925
$3.87M ﹤0.01%
148,948
+148,903
155 156
157
158 159