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
4701
$1.31M ﹤0.01%
78,354
-46,601
4702
$1.31M ﹤0.01%
124,536
-37,556
4703
$1.31M ﹤0.01%
16,787
+10,661
4704
$1.3M ﹤0.01%
94,582
-14,996
4705
$1.3M ﹤0.01%
308,694
-32,444
4706
$1.3M ﹤0.01%
367,257
+1,019
4707
$1.3M ﹤0.01%
108,470
-52,500
4708
$1.3M ﹤0.01%
422,505
+104,458
4709
$1.3M ﹤0.01%
98,097
+2,442
4710
$1.3M ﹤0.01%
275,237
-256,665
4711
$1.29M ﹤0.01%
112,652
-10,870
4712
$1.29M ﹤0.01%
835,306
+61,533
4713
$1.29M ﹤0.01%
46,371
-13,004
4714
$1.29M ﹤0.01%
35,148
+30,341
4715
$1.29M ﹤0.01%
101,330
-12,837
4716
$1.29M ﹤0.01%
1,349,187
+78,881
4717
$1.29M ﹤0.01%
44,281
+17,386
4718
$1.29M ﹤0.01%
347,689
+96,213
4719
$1.28M ﹤0.01%
20,633
+4,550
4720
$1.28M ﹤0.01%
62,764
+13,086
4721
$1.28M ﹤0.01%
1,003,392
+195,966
4722
$1.28M ﹤0.01%
37,349
-4,438
4723
$1.28M ﹤0.01%
67,444
+2,969
4724
$1.27M ﹤0.01%
110,512
-80,031
4725
$1.27M ﹤0.01%
319,286
+224,357
187 188
189
190 191