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
5001
$799K ﹤0.01%
32,000
+30,080
5002
$796K ﹤0.01%
33,688
-21,754
5003
$795K ﹤0.01%
157,937
+127,909
5004
$795K ﹤0.01%
118,367
-979
5005
$793K ﹤0.01%
9,179
-1,144
5006
$793K ﹤0.01%
35,392
+8,835
5007
$792K ﹤0.01%
14,194
+2,438
5008
$787K ﹤0.01%
10,367
-7,372
5009
$785K ﹤0.01%
2,218
+1,987
5010
$785K ﹤0.01%
32,136
+30,892
5011
$784K ﹤0.01%
84,956
+7,291
5012
$781K ﹤0.01%
71,874
+45,049
5013
$781K ﹤0.01%
569,714
-155,631
5014
$781K ﹤0.01%
31,276
-2,686
5015
$779K ﹤0.01%
44,093
+792
5016
$779K ﹤0.01%
440,491
+79,005
5017
$778K ﹤0.01%
213,796
+5,807
5018
$777K ﹤0.01%
15,178
-797
5019
$776K ﹤0.01%
4,018
-1,331
5020
$775K ﹤0.01%
32,100
-402
5021
$775K ﹤0.01%
383,800
+36,601
5022
$773K ﹤0.01%
419,003
-80,813
5023
$772K ﹤0.01%
54,539
+53,430
5024
$772K ﹤0.01%
316,361
-26,648
5025
$772K ﹤0.01%
73,151
+68,087
199 200
201
202 203