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
4476
$1.85M ﹤0.01%
10,666
+9,767
4477
$1.85M ﹤0.01%
334,262
-9,545
4478
$1.85M ﹤0.01%
515,245
+52,967
4479
$1.85M ﹤0.01%
38,480
+27,013
4480
$1.84M ﹤0.01%
208,282
-92,199
4481
$1.84M ﹤0.01%
790,069
+728,882
4482
$1.83M ﹤0.01%
40,187
-644
4483
$1.83M ﹤0.01%
113,344
+36,020
4484
$1.82M ﹤0.01%
159,061
+30,437
4485
$1.82M ﹤0.01%
174,150
-2,212
4486
$1.82M ﹤0.01%
153,293
+1,627
4487
$1.81M ﹤0.01%
681,656
+462,444
4488
$1.81M ﹤0.01%
23,270
-914
4489
$1.81M ﹤0.01%
106,955
-13,851
4490
$1.81M ﹤0.01%
103,448
-20,516
4491
$1.81M ﹤0.01%
285,826
-18,776
4492
$1.8M ﹤0.01%
221,704
+81,107
4493
$1.79M ﹤0.01%
571,479
+234,182
4494
$1.79M ﹤0.01%
48,753
+7,037
4495
$1.79M ﹤0.01%
430,747
+175,255
4496
$1.79M ﹤0.01%
24,697
-5,311
4497
$1.79M ﹤0.01%
47,865
-164
4498
$1.78M ﹤0.01%
61,585
+59,784
4499
$1.78M ﹤0.01%
66,870
+43,950
4500
$1.78M ﹤0.01%
36,323
-25,160
178 179
180
181 182