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
5401
$363K ﹤0.01%
85,726
+68,734
5402
$361K ﹤0.01%
17,876
+759
5403
$360K ﹤0.01%
26,773
+3,366
5404
$358K ﹤0.01%
724
+32
5405
$357K ﹤0.01%
72,781
+55,563
5406
$356K ﹤0.01%
21,650
-1,102
5407
$356K ﹤0.01%
24,064
+4,592
5408
$354K ﹤0.01%
79,203
+6,006
5409
$354K ﹤0.01%
16,085
-8,163
5410
$351K ﹤0.01%
11,700
5411
$351K ﹤0.01%
16,362
-25,680
5412
$351K ﹤0.01%
53,276
-19,886
5413
$350K ﹤0.01%
91,404
-3,300
5414
$350K ﹤0.01%
51,725
-32,750
5415
$350K ﹤0.01%
190,812
+153,062
5416
$349K ﹤0.01%
13,146
-32,668
5417
$348K ﹤0.01%
32,750
+20,590
5418
$348K ﹤0.01%
16,520
+13,960
5419
$348K ﹤0.01%
600,522
-166
5420
$346K ﹤0.01%
62,658
-333
5421
$346K ﹤0.01%
151,855
+137,859
5422
$346K ﹤0.01%
34,719
+16,239
5423
$345K ﹤0.01%
8,359
+2,960
5424
$345K ﹤0.01%
16,382
-4,199
5425
$344K ﹤0.01%
39,424
+23,264
215 216
217
218 219