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
501
$251M 0.03%
2,690,192
+1,531,868
502
$251M 0.03%
218,209
+151,646
503
$251M 0.03%
2,060,462
+1,160,437
504
$248M 0.03%
2,931,713
+1,286,589
505
$247M 0.03%
2,670,667
+1,086,393
506
$247M 0.03%
5,929,023
+2,238,375
507
$247M 0.03%
+18,372,859
508
$246M 0.03%
2,323,682
+847,615
509
$246M 0.03%
4,498,685
-2,517,293
510
$246M 0.03%
5,210,876
+1,782,414
511
$246M 0.03%
5,144,847
+324,751
512
$244M 0.03%
9,472,783
+5,155,744
513
$244M 0.03%
633,703
+185,945
514
$244M 0.03%
3,615,414
+2,076,903
515
$243M 0.03%
1,209,278
+355,277
516
$243M 0.03%
2,042,890
+320,406
517
$242M 0.03%
1,819,155
+831,643
518
$242M 0.03%
10,759,754
+6,361,060
519
$242M 0.03%
4,296,703
-445,256
520
$241M 0.03%
4,356,185
+2,248,486
521
$240M 0.03%
1,616,126
+259,228
522
$240M 0.03%
5,735,665
+2,663,546
523
$240M 0.03%
4,186,104
+860,044
524
$240M 0.03%
4,360,982
+2,773,934
525
$237M 0.03%
4,532,697
+415,049
19 20
21
22 23