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
4001
$3.49M ﹤0.01%
379,678
+374,130
4002
$3.49M ﹤0.01%
643,183
+440,295
4003
$3.49M ﹤0.01%
127,919
+33,330
4004
$3.49M ﹤0.01%
69,752
+505
4005
$3.49M ﹤0.01%
149,238
+44,203
4006
$3.48M ﹤0.01%
122,725
-104,991
4007
$3.48M ﹤0.01%
7,955
-265
4008
$3.48M ﹤0.01%
121,261
+41,881
4009
$3.47M ﹤0.01%
112,111
-46,376
4010
$3.46M ﹤0.01%
296,731
+97,426
4011
$3.46M ﹤0.01%
108,329
+105,746
4012
$3.46M ﹤0.01%
398,812
+11,431
4013
$3.46M ﹤0.01%
290,746
+35,126
4014
$3.45M ﹤0.01%
410,785
+27,283
4015
$3.45M ﹤0.01%
1,362,544
-1,259,030
4016
$3.45M ﹤0.01%
192,616
+488
4017
$3.44M ﹤0.01%
517,927
+409,083
4018
$3.44M ﹤0.01%
543,263
+165,796
4019
$3.44M ﹤0.01%
153,643
-163,889
4020
$3.43M ﹤0.01%
455,456
-202,116
4021
$3.43M ﹤0.01%
175,036
+3,444
4022
$3.43M ﹤0.01%
115,534
+69,280
4023
$3.42M ﹤0.01%
+150,000
4024
$3.41M ﹤0.01%
47,756
+9,322
4025
$3.4M ﹤0.01%
236,135
+201,760
159 160
161
162 163