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
4826
$1.07M ﹤0.01%
89,005
-231,151
4827
$1.07M ﹤0.01%
42,485
+18,608
4828
$1.07M ﹤0.01%
24,511
-212,652
4829
$1.07M ﹤0.01%
39,636
+4,963
4830
$1.07M ﹤0.01%
25,465
-11,152
4831
$1.07M ﹤0.01%
10,221
-103
4832
$1.06M ﹤0.01%
192,880
-29,415
4833
$1.06M ﹤0.01%
115,696
+43,183
4834
$1.06M ﹤0.01%
51,230
+24,241
4835
$1.06M ﹤0.01%
94,564
+26,661
4836
$1.06M ﹤0.01%
95,830
-33,113
4837
$1.06M ﹤0.01%
5,694
-1
4838
$1.06M ﹤0.01%
568,908
+382,326
4839
$1.05M ﹤0.01%
49,021
+45,070
4840
$1.05M ﹤0.01%
37,493
-4,186
4841
$1.05M ﹤0.01%
56,883
-8,577
4842
$1.05M ﹤0.01%
79,431
+3,769
4843
$1.05M ﹤0.01%
102,316
+86,909
4844
$1.05M ﹤0.01%
27,315
-1,209
4845
$1.04M ﹤0.01%
43,034
-2,324
4846
$1.04M ﹤0.01%
19,674
-106,548
4847
$1.04M ﹤0.01%
248,400
+219,738
4848
$1.04M ﹤0.01%
73,063
+14,290
4849
$1.04M ﹤0.01%
529,808
-176
4850
$1.03M ﹤0.01%
73,477
+9,081
192 193
194
195 196