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
5051
$732K ﹤0.01%
141,344
+54,687
5052
$731K ﹤0.01%
1,566,724
-2,452,849
5053
$729K ﹤0.01%
29,356
+2,745
5054
$727K ﹤0.01%
6,886
+76
5055
$727K ﹤0.01%
14,823
-9,863
5056
$726K ﹤0.01%
52,003
+37,097
5057
$725K ﹤0.01%
12,691
-539
5058
$724K ﹤0.01%
646,352
+281,652
5059
$724K ﹤0.01%
12,267
+11,102
5060
$723K ﹤0.01%
37,992
+142
5061
$715K ﹤0.01%
31,138
+25,080
5062
$713K ﹤0.01%
48,702
+43,667
5063
$713K ﹤0.01%
13,591
-174
5064
$711K ﹤0.01%
157,570
+135,322
5065
$709K ﹤0.01%
207,702
+66,542
5066
$706K ﹤0.01%
15,214
+2,119
5067
$706K ﹤0.01%
29,202
-11,806
5068
$705K ﹤0.01%
10,778
+6,855
5069
$703K ﹤0.01%
141,372
+122,455
5070
$702K ﹤0.01%
233,132
-21,140
5071
$701K ﹤0.01%
162,010
+35,175
5072
$700K ﹤0.01%
38,756
+25,101
5073
$700K ﹤0.01%
46,839
-2,541
5074
$699K ﹤0.01%
28,543
-19,353
5075
$698K ﹤0.01%
66,521
-36,553
201 202
203
204 205