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
5151
$608K ﹤0.01%
31,017
+18,461
5152
$605K ﹤0.01%
86,535
+7,018
5153
$603K ﹤0.01%
3,706
+3,674
5154
$603K ﹤0.01%
65,393
-297
5155
$600K ﹤0.01%
88,035
-2,256
5156
$595K ﹤0.01%
218,954
+21,773
5157
$594K ﹤0.01%
34,851
-15,198
5158
$594K ﹤0.01%
49,368
-20,676
5159
$592K ﹤0.01%
68,133
+39,755
5160
$591K ﹤0.01%
182,376
+62,824
5161
$589K ﹤0.01%
982
-49
5162
$589K ﹤0.01%
82,828
5163
$588K ﹤0.01%
97,367
+9,803
5164
$585K ﹤0.01%
44,278
+23,830
5165
$585K ﹤0.01%
165,858
+45,889
5166
$584K ﹤0.01%
18,796
+9,676
5167
$584K ﹤0.01%
59,319
-8,060
5168
$582K ﹤0.01%
116,676
+18,292
5169
$582K ﹤0.01%
103,166
+70,688
5170
$580K ﹤0.01%
66,774
5171
$579K ﹤0.01%
193,757
+152,811
5172
$578K ﹤0.01%
11,402
+973
5173
$577K ﹤0.01%
10,042
+2,999
5174
$572K ﹤0.01%
70,154
+14,299
5175
$570K ﹤0.01%
14,193
-558
205 206
207
208 209