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
4451
$1.92M ﹤0.01%
84,224
+24,063
4452
$1.91M ﹤0.01%
116,881
-31,112
4453
$1.91M ﹤0.01%
661,168
+304,664
4454
$1.91M ﹤0.01%
66,430
+37,298
4455
$1.91M ﹤0.01%
165,573
+67,407
4456
$1.91M ﹤0.01%
74,327
+52,394
4457
$1.9M ﹤0.01%
114,837
-14,111
4458
$1.89M ﹤0.01%
204,465
-8,126
4459
$1.89M ﹤0.01%
190,332
+74,983
4460
$1.88M ﹤0.01%
47,451
-59,922
4461
$1.87M ﹤0.01%
60,538
-4,777
4462
$1.87M ﹤0.01%
94,986
-142,654
4463
$1.87M ﹤0.01%
51,496
+17,184
4464
$1.87M ﹤0.01%
115,972
+97,389
4465
$1.86M ﹤0.01%
378,378
+207,136
4466
$1.86M ﹤0.01%
105,488
-57,876
4467
$1.86M ﹤0.01%
37,540
+32,344
4468
$1.86M ﹤0.01%
148,364
+68,546
4469
$1.86M ﹤0.01%
209,345
+21,612
4470
$1.86M ﹤0.01%
56,826
-6,753
4471
$1.86M ﹤0.01%
63,790
+29,891
4472
$1.86M ﹤0.01%
489,476
+54,220
4473
$1.86M ﹤0.01%
60,354
-20,979
4474
$1.85M ﹤0.01%
117,320
+32,032
4475
$1.85M ﹤0.01%
64,801
+41,124
177 178
179
180 181