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
401
$340M 0.04%
3,323,695
+813,316
402
$340M 0.04%
2,682,659
+1,521,159
403
$340M 0.04%
1,443,295
+33,028
404
$340M 0.04%
6,241,300
+2,869,438
405
$340M 0.04%
6,801,570
+523,808
406
$339M 0.04%
830
+137
407
$336M 0.04%
8,799,197
+3,512,626
408
$335M 0.04%
3,928,472
+23,085
409
$335M 0.04%
4,655,306
+40,506
410
$333M 0.04%
4,615,177
+948,813
411
$333M 0.04%
11,753,119
+4,198,066
412
$330M 0.04%
6,083,097
+575,325
413
$330M 0.04%
4,276,765
-174,218
414
$329M 0.04%
1,667,814
-36,110
415
$328M 0.04%
20,062,085
+7,845,190
416
$327M 0.04%
4,389,849
+1,594,105
417
$326M 0.04%
7,718,377
+1,844,170
418
$326M 0.04%
2,259,705
+541,808
419
$326M 0.04%
2,447,488
+245,432
420
$325M 0.04%
10,374,104
+4,659,895
421
$324M 0.04%
7,824,073
+633,594
422
$323M 0.04%
17,242,588
+6,690,881
423
$323M 0.04%
9,636,109
-5,843,041
424
$318M 0.04%
2,039,763
+370,585
425
$318M 0.04%
6,037,136
+3,131,988
15 16
17
18 19