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
4201
$2.74M ﹤0.01%
427,750
+83,446
4202
$2.72M ﹤0.01%
83,585
-25,783
4203
$2.72M ﹤0.01%
73,491
-65,690
4204
$2.72M ﹤0.01%
39,311
-2,205
4205
$2.71M ﹤0.01%
121,194
-27,018
4206
$2.71M ﹤0.01%
79,239
+27,108
4207
$2.71M ﹤0.01%
103,029
-8,378
4208
$2.71M ﹤0.01%
389,783
+310,690
4209
$2.7M ﹤0.01%
105,351
+11,321
4210
$2.69M ﹤0.01%
179,593
+124,048
4211
$2.69M ﹤0.01%
32,463
-46,177
4212
$2.69M ﹤0.01%
237,185
-49,434
4213
$2.68M ﹤0.01%
130,528
+21,181
4214
$2.68M ﹤0.01%
236,765
+21,739
4215
$2.66M ﹤0.01%
1,243,552
-142,580
4216
$2.66M ﹤0.01%
2,159,808
+669,541
4217
$2.64M ﹤0.01%
104,912
-63,953
4218
$2.64M ﹤0.01%
135,665
+104,363
4219
$2.64M ﹤0.01%
375,816
+1,695
4220
$2.63M ﹤0.01%
8,018
+1,288
4221
$2.63M ﹤0.01%
49,511
+43,808
4222
$2.63M ﹤0.01%
337,328
+139,762
4223
$2.63M ﹤0.01%
90,788
-198,177
4224
$2.63M ﹤0.01%
281,919
+67,201
4225
$2.62M ﹤0.01%
406,606
+84,706
167 168
169
170 171