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
5251
$498K ﹤0.01%
3,718
-912
5252
$497K ﹤0.01%
53,686
+7,712
5253
$496K ﹤0.01%
210,046
+127,251
5254
$495K ﹤0.01%
24,098
-28,818
5255
$493K ﹤0.01%
86,420
+82,863
5256
$493K ﹤0.01%
22,233
-2,995
5257
$492K ﹤0.01%
44,590
+5,618
5258
$492K ﹤0.01%
97,613
+36,775
5259
$491K ﹤0.01%
177,927
+114,746
5260
$488K ﹤0.01%
+10,872
5261
$487K ﹤0.01%
21,784
+3,461
5262
$485K ﹤0.01%
4,445
+3,975
5263
$484K ﹤0.01%
10,345
-197
5264
$483K ﹤0.01%
49,600
5265
$482K ﹤0.01%
22,177
+940
5266
$481K ﹤0.01%
67,474
+59,552
5267
$481K ﹤0.01%
1,696
+416
5268
$481K ﹤0.01%
164,653
+164,166
5269
$477K ﹤0.01%
3,425
+189
5270
$475K ﹤0.01%
69,591
-110,425
5271
$475K ﹤0.01%
2,671
+1,708
5272
$474K ﹤0.01%
305,646
-10
5273
$472K ﹤0.01%
61,137
+46,469
5274
$472K ﹤0.01%
178,896
+149,757
5275
$472K ﹤0.01%
77,558
-110,178
209 210
211
212 213