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
4801
$1.12M ﹤0.01%
38,420
-8,032
4802
$1.11M ﹤0.01%
768,732
+12,700
4803
$1.11M ﹤0.01%
14,663
-24,110
4804
$1.11M ﹤0.01%
131,903
-1,614
4805
$1.11M ﹤0.01%
348,287
+42,674
4806
$1.1M ﹤0.01%
22,811
-1,307
4807
$1.1M ﹤0.01%
243,508
+89,581
4808
$1.1M ﹤0.01%
25,154
+15,785
4809
$1.1M ﹤0.01%
43,850
+24,106
4810
$1.1M ﹤0.01%
28,613
+24,825
4811
$1.09M ﹤0.01%
482,453
+191,352
4812
$1.09M ﹤0.01%
25,376
-36,201
4813
$1.09M ﹤0.01%
160,855
+150,290
4814
$1.09M ﹤0.01%
282,812
-271,930
4815
$1.09M ﹤0.01%
5,847
-570
4816
$1.08M ﹤0.01%
435,582
+237,003
4817
$1.08M ﹤0.01%
138,917
+62,669
4818
$1.08M ﹤0.01%
41,502
-4,474
4819
$1.08M ﹤0.01%
141,133
+46,207
4820
$1.08M ﹤0.01%
193,820
+164,965
4821
$1.08M ﹤0.01%
176,234
+7,730
4822
$1.08M ﹤0.01%
109,209
+14,183
4823
$1.08M ﹤0.01%
354,648
+56,172
4824
$1.08M ﹤0.01%
312,211
+112,203
4825
$1.07M ﹤0.01%
266,882
+47,031
191 192
193
194 195