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
4751
$1.23M ﹤0.01%
25,402
-10,230
4752
$1.23M ﹤0.01%
162,958
-2,658
4753
$1.22M ﹤0.01%
121,260
+94,240
4754
$1.22M ﹤0.01%
32,736
-6,256
4755
$1.22M ﹤0.01%
30,970
+3,428
4756
$1.22M ﹤0.01%
36,797
+20,507
4757
$1.22M ﹤0.01%
45,959
-354
4758
$1.22M ﹤0.01%
17,943
-954
4759
$1.21M ﹤0.01%
71,154
+33,017
4760
$1.21M ﹤0.01%
+137,220
4761
$1.21M ﹤0.01%
33,061
-7,610
4762
$1.21M ﹤0.01%
902,158
-240,525
4763
$1.2M ﹤0.01%
125,955
-20,007
4764
$1.2M ﹤0.01%
15,041
+10,085
4765
$1.19M ﹤0.01%
57,009
+34,864
4766
$1.19M ﹤0.01%
56,105
+12,753
4767
$1.19M ﹤0.01%
84,613
+51,130
4768
$1.19M ﹤0.01%
534,729
-274,623
4769
$1.19M ﹤0.01%
86,055
-34,784
4770
$1.19M ﹤0.01%
416,464
+212,944
4771
$1.18M ﹤0.01%
91,413
+4,102
4772
$1.18M ﹤0.01%
61,946
+40,720
4773
$1.17M ﹤0.01%
150,832
-218,862
4774
$1.17M ﹤0.01%
14,311
-1,808
4775
$1.17M ﹤0.01%
80,184
+52,349
189 190
191
192 193