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
4776
$1.16M ﹤0.01%
44,869
+12,800
4777
$1.16M ﹤0.01%
34,452
+11,166
4778
$1.16M ﹤0.01%
883,589
+741,060
4779
$1.16M ﹤0.01%
+1
4780
$1.16M ﹤0.01%
54,719
+4,986
4781
$1.15M ﹤0.01%
134,962
+1,636
4782
$1.15M ﹤0.01%
153,666
-55,076
4783
$1.15M ﹤0.01%
147,441
+49,514
4784
$1.15M ﹤0.01%
107,274
-29,014
4785
$1.14M ﹤0.01%
1,172,806
-311,562
4786
$1.14M ﹤0.01%
66,843
+36,092
4787
$1.14M ﹤0.01%
114,128
-532
4788
$1.14M ﹤0.01%
+104,102
4789
$1.14M ﹤0.01%
39,573
+17,920
4790
$1.13M ﹤0.01%
201,798
+165,382
4791
$1.13M ﹤0.01%
122,728
-172,822
4792
$1.13M ﹤0.01%
99,247
+1,885
4793
$1.13M ﹤0.01%
54,833
+4,014
4794
$1.13M ﹤0.01%
304,719
-537,656
4795
$1.13M ﹤0.01%
147,293
+47,533
4796
$1.13M ﹤0.01%
104,699
-44,219
4797
$1.13M ﹤0.01%
70,949
+65,906
4798
$1.12M ﹤0.01%
19,943
-58,905
4799
$1.12M ﹤0.01%
384,009
+221,628
4800
$1.12M ﹤0.01%
53,175
+19,915
190 191
192
193 194