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
4851
$1.03M ﹤0.01%
20,863
-47,192
4852
$1.03M ﹤0.01%
127,442
-5,147
4853
$1.03M ﹤0.01%
62,518
-7,539
4854
$1.02M ﹤0.01%
246,692
+234,307
4855
$1.01M ﹤0.01%
241,215
-147,250
4856
$1.01M ﹤0.01%
39,725
+39,654
4857
$1.01M ﹤0.01%
+62,485
4858
$1.01M ﹤0.01%
101,297
+34,081
4859
$1.01M ﹤0.01%
237,607
-148,340
4860
$1.01M ﹤0.01%
57,307
-30,571
4861
$1M ﹤0.01%
55,305
+5,746
4862
$1M ﹤0.01%
105,509
-49,934
4863
$1M ﹤0.01%
181,045
+148,841
4864
$1M ﹤0.01%
28,060
+17,608
4865
$1M ﹤0.01%
44,922
+42,184
4866
$1M ﹤0.01%
44,625
-7,921
4867
$1M ﹤0.01%
35,583
+705
4868
$994K ﹤0.01%
75,211
+32,930
4869
$993K ﹤0.01%
380,637
-32,973
4870
$990K ﹤0.01%
166,658
+116,107
4871
$990K ﹤0.01%
36,250
+22,022
4872
$981K ﹤0.01%
81,899
+12,391
4873
$980K ﹤0.01%
30,281
-2,757
4874
$979K ﹤0.01%
62,564
+39,595
4875
$979K ﹤0.01%
93,289
+64,326
193 194
195
196 197