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
4676
$1.37M ﹤0.01%
43,425
-2,616
4677
$1.36M ﹤0.01%
17,326
+7,760
4678
$1.36M ﹤0.01%
175,062
-66,025
4679
$1.36M ﹤0.01%
136,192
+121,300
4680
$1.36M ﹤0.01%
519,530
+264,796
4681
$1.36M ﹤0.01%
16,987
+6,396
4682
$1.35M ﹤0.01%
6,914
+5,376
4683
$1.35M ﹤0.01%
139,649
+4,970
4684
$1.34M ﹤0.01%
39,596
+21,043
4685
$1.34M ﹤0.01%
335,907
+69,585
4686
$1.34M ﹤0.01%
132,814
-2,475
4687
$1.34M ﹤0.01%
79,911
+5,535
4688
$1.34M ﹤0.01%
20,382
-953
4689
$1.34M ﹤0.01%
486,160
+349,985
4690
$1.34M ﹤0.01%
125,357
+23,630
4691
$1.33M ﹤0.01%
41,189
+386
4692
$1.33M ﹤0.01%
17,832
-6,969
4693
$1.32M ﹤0.01%
44,233
+16,896
4694
$1.32M ﹤0.01%
39,559
+26,926
4695
$1.32M ﹤0.01%
452,957
+112,460
4696
$1.32M ﹤0.01%
536,220
+42,858
4697
$1.32M ﹤0.01%
139,203
-27,848
4698
$1.31M ﹤0.01%
15,908
-37,610
4699
$1.31M ﹤0.01%
201,432
+28,441
4700
$1.31M ﹤0.01%
152,274
+24,236
186 187
188
189 190