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
4726
$1.27M ﹤0.01%
181,772
+113,406
4727
$1.27M ﹤0.01%
6,263
+3,158
4728
$1.27M ﹤0.01%
59,637
+19,257
4729
$1.26M ﹤0.01%
242,746
+64,865
4730
$1.26M ﹤0.01%
64,775
-251,861
4731
$1.26M ﹤0.01%
701,699
+72,943
4732
$1.26M ﹤0.01%
42,418
+25,169
4733
$1.26M ﹤0.01%
95,446
+82,641
4734
$1.26M ﹤0.01%
71,750
+43,736
4735
$1.26M ﹤0.01%
77,726
-42,182
4736
$1.26M ﹤0.01%
13,455
+5,293
4737
$1.26M ﹤0.01%
+694,734
4738
$1.25M ﹤0.01%
563,974
-81,367
4739
$1.25M ﹤0.01%
193,164
-62,682
4740
$1.25M ﹤0.01%
15,993
-3,928
4741
$1.25M ﹤0.01%
63,508
-8,713
4742
$1.24M ﹤0.01%
126,196
-40,862
4743
$1.24M ﹤0.01%
46,995
-18,476
4744
$1.24M ﹤0.01%
15,372
+516
4745
$1.24M ﹤0.01%
112,051
+69,224
4746
$1.24M ﹤0.01%
1,014
+122
4747
$1.23M ﹤0.01%
313,139
+233,623
4748
$1.23M ﹤0.01%
1,185,173
-843,721
4749
$1.23M ﹤0.01%
122,819
+60,038
4750
$1.23M ﹤0.01%
836,955
+18,564
188 189
190
191 192