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
526
$237M 0.03%
5,118,438
+117,063
527
$236M 0.03%
2,530,126
+276,476
528
$236M 0.03%
2,087,299
+629,140
529
$236M 0.03%
9,113,035
+3,151,311
530
$236M 0.03%
519,362
+299,505
531
$236M 0.03%
7,914,329
+3,223,984
532
$235M 0.03%
2,591,059
+1,815,284
533
$234M 0.03%
2,045,728
+768,930
534
$233M 0.03%
3,809,143
+1,317,035
535
$233M 0.03%
8,504,514
+589,540
536
$229M 0.03%
4,239,115
-1,277,655
537
$228M 0.03%
1,050,000
+163,224
538
$228M 0.03%
4,675,379
+625,431
539
$227M 0.03%
1,349,343
+357,335
540
$227M 0.03%
1,471,868
+1,056,761
541
$225M 0.03%
1,302,341
+659,903
542
$225M 0.03%
4,310,919
+2,104,125
543
$225M 0.03%
2,441,840
-734,538
544
$225M 0.03%
6,320,823
+474,284
545
$225M 0.03%
4,534,501
-186,051
546
$223M 0.03%
4,425,116
+367,486
547
$220M 0.03%
6,647,548
-212,624
548
$220M 0.03%
1,067,938
+290,638
549
$220M 0.03%
5,072,426
+2,638,709
550
$220M 0.03%
8,261,960
-1,212,588
20 21
22
23 24