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
451
$296M 0.04%
4,248,218
+1,382,215
452
$296M 0.04%
2,278,810
+593,310
453
$294M 0.04%
11,263,400
+3,149,000
454
$294M 0.04%
1,962,609
+1,285,729
455
$294M 0.04%
9,324,900
+3,458,331
456
$293M 0.04%
4,636,807
+2,331,635
457
$292M 0.04%
6,288,615
+122,392
458
$291M 0.04%
5,422,249
+1,879,755
459
$291M 0.04%
705,725
+336,610
460
$290M 0.04%
1,064,299
+146,212
461
$290M 0.04%
7,873,068
-276,360
462
$289M 0.04%
2,871,526
+1,614,156
463
$289M 0.04%
11,072,095
+553,675
464
$288M 0.04%
3,033,137
+1,663,707
465
$287M 0.04%
6,870,640
+2,016,180
466
$286M 0.04%
2,410,973
+1,191,830
467
$286M 0.04%
2,096,303
-187,843
468
$285M 0.04%
4,664,051
-745,275
469
$284M 0.04%
7,320,580
+3,596,935
470
$282M 0.04%
7,917,929
+3,408,754
471
$282M 0.04%
3,941,920
+919,123
472
$281M 0.04%
3,525,307
+1,119,356
473
$281M 0.04%
1,376,935
+421,106
474
$279M 0.04%
4,970,622
+3,228,349
475
$279M 0.04%
3,595,652
+529,825
17 18
19
20 21