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
5026
$770K ﹤0.01%
493,346
+410,077
5027
$770K ﹤0.01%
11,232
-18,544
5028
$764K ﹤0.01%
32,085
-12,360
5029
$763K ﹤0.01%
296,746
-150,700
5030
$760K ﹤0.01%
49,451
-1,607
5031
$760K ﹤0.01%
16,782
+1,259
5032
$760K ﹤0.01%
225,354
+21,787
5033
$757K ﹤0.01%
127,334
+26,084
5034
$757K ﹤0.01%
26,948
+26,299
5035
$757K ﹤0.01%
30,120
+9,812
5036
$753K ﹤0.01%
22,688
-1,991
5037
$753K ﹤0.01%
127,432
-23,770
5038
$752K ﹤0.01%
5,166
+1,431
5039
$749K ﹤0.01%
110,667
+44,431
5040
$749K ﹤0.01%
16,097
+12,787
5041
$746K ﹤0.01%
27,257
+8,606
5042
$746K ﹤0.01%
148,683
-175,530
5043
$743K ﹤0.01%
328,834
+273,679
5044
$742K ﹤0.01%
+48,711
5045
$741K ﹤0.01%
32,597
-6,743
5046
$740K ﹤0.01%
16,092
-17,509
5047
$739K ﹤0.01%
18,376
+2,482
5048
$737K ﹤0.01%
390,021
+318,685
5049
$735K ﹤0.01%
76,979
+54,243
5050
$734K ﹤0.01%
54,859
+19,963
200 201
202
203 204