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
5176
$570K ﹤0.01%
4,230
+1,366
5177
$570K ﹤0.01%
145,193
+133,737
5178
$568K ﹤0.01%
18,021
+12,527
5179
$568K ﹤0.01%
48,476
-915
5180
$567K ﹤0.01%
36,132
+34,613
5181
$567K ﹤0.01%
36,087
-17,775
5182
$567K ﹤0.01%
105,208
+53,230
5183
$564K ﹤0.01%
75,298
-87,261
5184
$560K ﹤0.01%
39,165
+18,878
5185
$560K ﹤0.01%
16,461
+138
5186
$559K ﹤0.01%
13,725
+7
5187
$556K ﹤0.01%
202,139
-98,856
5188
$553K ﹤0.01%
125,364
+114,155
5189
$553K ﹤0.01%
94,784
-1,926,556
5190
$552K ﹤0.01%
31,040
+3,341
5191
$551K ﹤0.01%
7,265
+1,790
5192
$551K ﹤0.01%
129,275
+26,741
5193
$551K ﹤0.01%
6,140
+2,137
5194
$549K ﹤0.01%
38,460
-285,611
5195
$547K ﹤0.01%
18,423
+184
5196
$547K ﹤0.01%
31,570
+12,553
5197
$545K ﹤0.01%
53,209
+6,456
5198
$544K ﹤0.01%
38,832
+26,016
5199
$542K ﹤0.01%
13,314
+1,911
5200
$539K ﹤0.01%
22,966
+16,459
206 207
208
209 210