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
4976
$828K ﹤0.01%
217,988
+191,618
4977
$828K ﹤0.01%
16,580
-795
4978
$828K ﹤0.01%
117,852
+101,951
4979
$827K ﹤0.01%
37,725
+33,792
4980
$827K ﹤0.01%
11,583
+129
4981
$826K ﹤0.01%
13,830
-539
4982
$826K ﹤0.01%
33,364
+22,808
4983
$826K ﹤0.01%
326,956
-12,826
4984
$825K ﹤0.01%
9,653
-106
4985
$824K ﹤0.01%
210,101
+61,226
4986
$823K ﹤0.01%
97,625
-118,548
4987
$823K ﹤0.01%
237,272
-36,685
4988
$822K ﹤0.01%
317,224
-219,955
4989
$822K ﹤0.01%
182,599
-819
4990
$820K ﹤0.01%
34,216
+5,944
4991
$818K ﹤0.01%
93,559
+45,000
4992
$816K ﹤0.01%
25,780
-25,183
4993
$816K ﹤0.01%
159,224
+18,028
4994
$815K ﹤0.01%
397,232
-82,166
4995
$813K ﹤0.01%
246,042
+57,199
4996
$810K ﹤0.01%
19,947
-234
4997
$806K ﹤0.01%
49,784
+37,229
4998
$806K ﹤0.01%
125,817
+113,377
4999
$805K ﹤0.01%
83,088
+3,074
5000
$800K ﹤0.01%
363,719
+152,265
198 199
200
201 202