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
5451
$326K ﹤0.01%
4,233
5452
$326K ﹤0.01%
3,311
+1,833
5453
$325K ﹤0.01%
261,845
+1,100
5454
$325K ﹤0.01%
136,877
+133,691
5455
$325K ﹤0.01%
345,402
+161,781
5456
$324K ﹤0.01%
97,630
+60,153
5457
$323K ﹤0.01%
6,305
-483
5458
$322K ﹤0.01%
28,760
-4,432
5459
$321K ﹤0.01%
11,427
-37,975
5460
$321K ﹤0.01%
132,077
-10,005
5461
$320K ﹤0.01%
67,526
+32,654
5462
$320K ﹤0.01%
3,305
+2,458
5463
$319K ﹤0.01%
27,583
-7,346
5464
$318K ﹤0.01%
118,062
+66,967
5465
$317K ﹤0.01%
98,359
+28,050
5466
$316K ﹤0.01%
5,008
-31,297
5467
$316K ﹤0.01%
+2,062
5468
$316K ﹤0.01%
4,382
+2,515
5469
$316K ﹤0.01%
1,076
+30
5470
$315K ﹤0.01%
34,906
-6,743
5471
$315K ﹤0.01%
2,751
+1,032
5472
$314K ﹤0.01%
9,969
+168
5473
$313K ﹤0.01%
40,331
+39,446
5474
$312K ﹤0.01%
12,239
-18,681
5475
$312K ﹤0.01%
70,398
+19,377
217 218
219
220 221