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
5076
$698K ﹤0.01%
88,401
-22,841
5077
$697K ﹤0.01%
33,344
-8,610
5078
$697K ﹤0.01%
2,086
+179
5079
$696K ﹤0.01%
177,596
+176,259
5080
$693K ﹤0.01%
54,938
+16,247
5081
$692K ﹤0.01%
16,518
+1,961
5082
$691K ﹤0.01%
22,888
+18,192
5083
$691K ﹤0.01%
287,890
-164,861
5084
$690K ﹤0.01%
64,973
+12,334
5085
$690K ﹤0.01%
76,639
+6,108
5086
$690K ﹤0.01%
30,399
+4,168
5087
$687K ﹤0.01%
12,870
+8,300
5088
$686K ﹤0.01%
38,260
-1,614
5089
$682K ﹤0.01%
201,131
+1,297
5090
$681K ﹤0.01%
83,276
+43,383
5091
$677K ﹤0.01%
309,112
+117,763
5092
$676K ﹤0.01%
28,018
+16,358
5093
$676K ﹤0.01%
65,704
-2,283
5094
$675K ﹤0.01%
42,520
+20,566
5095
$674K ﹤0.01%
22,715
+2,297
5096
$673K ﹤0.01%
76,899
+17,069
5097
$671K ﹤0.01%
4,979
+1,697
5098
$667K ﹤0.01%
61,447
+12,756
5099
$664K ﹤0.01%
153,086
+41,434
5100
$662K ﹤0.01%
37,040
+20,587
202 203
204
205 206