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
4401
$2.06M ﹤0.01%
44,443
+4,743
4402
$2.06M ﹤0.01%
147,691
+64,710
4403
$2.06M ﹤0.01%
171,065
+106,744
4404
$2.06M ﹤0.01%
107,674
+47,249
4405
$2.05M ﹤0.01%
249,670
+44,653
4406
$2.05M ﹤0.01%
125,320
-29,334
4407
$2.05M ﹤0.01%
44,657
+33,878
4408
$2.05M ﹤0.01%
69,150
+6,659
4409
$2.05M ﹤0.01%
79,422
+9,728
4410
$2.04M ﹤0.01%
101,781
+23,699
4411
$2.04M ﹤0.01%
81,578
-60,269
4412
$2.03M ﹤0.01%
84,264
-2,978
4413
$2.03M ﹤0.01%
222,636
+137,140
4414
$2.03M ﹤0.01%
106,804
+8,750
4415
$2.02M ﹤0.01%
368,964
-6,856
4416
$2.02M ﹤0.01%
45,735
+4,779
4417
$2.02M ﹤0.01%
154,297
+39,117
4418
$2.02M ﹤0.01%
244,215
+99,251
4419
$2.02M ﹤0.01%
159,581
+17,104
4420
$2.01M ﹤0.01%
79,915
+866
4421
$2.01M ﹤0.01%
77,631
+3,927
4422
$2.01M ﹤0.01%
134,778
+116,506
4423
$2.01M ﹤0.01%
200,634
+51,204
4424
$2M ﹤0.01%
10,988
+5,234
4425
$2M ﹤0.01%
268,962
+185,111
175 176
177
178 179