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
376
$362M 0.05%
8,598,795
+4,310,115
377
$361M 0.05%
6,332,441
+804,150
378
$361M 0.05%
4,264,326
+2,183,739
379
$359M 0.05%
19,389,636
+12,520,702
380
$358M 0.05%
14,361,484
+6,214,650
381
$357M 0.05%
8,203,951
-323,513
382
$357M 0.05%
3,415,692
+922,784
383
$356M 0.05%
4,006,858
+1,674,677
384
$355M 0.05%
14,379,508
+2,595,537
385
$353M 0.05%
1,701,331
+57,450
386
$352M 0.05%
3,726,505
+1,573,063
387
$351M 0.05%
1,632,849
+766,334
388
$351M 0.05%
12,099,577
+3,687,327
389
$349M 0.05%
1,418,223
+479,470
390
$349M 0.05%
7,283,694
+2,579,851
391
$348M 0.05%
2,350,784
+830,626
392
$348M 0.05%
2,912,107
+1,395,117
393
$348M 0.05%
7,149,108
+1,883,509
394
$346M 0.04%
5,389,732
-188,196
395
$346M 0.04%
1,886,356
+240,369
396
$345M 0.04%
3,276,829
+133,540
397
$344M 0.04%
20,518,101
+4,361,786
398
$344M 0.04%
10,227,331
+4,415,116
399
$341M 0.04%
7,733,657
-1,315,019
400
$341M 0.04%
3,251,352
+397,019
14 15
16
17 18