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
5476
$312K ﹤0.01%
5,674
-11,104
5477
$311K ﹤0.01%
33,828
+3,410
5478
$311K ﹤0.01%
398,795
+196,891
5479
$310K ﹤0.01%
39,276
+591
5480
$309K ﹤0.01%
185,948
+174,614
5481
$308K ﹤0.01%
12,246
-40,231
5482
$308K ﹤0.01%
+3,437
5483
$308K ﹤0.01%
24,790
+8,466
5484
$307K ﹤0.01%
19,099
+2,076
5485
$307K ﹤0.01%
22,650
-314
5486
$307K ﹤0.01%
1,880
+1,665
5487
$305K ﹤0.01%
38,362
+28,917
5488
$304K ﹤0.01%
53,963
-9
5489
$304K ﹤0.01%
14,596
+1,383
5490
$303K ﹤0.01%
13,934
-801
5491
$303K ﹤0.01%
15,808
+9,210
5492
$303K ﹤0.01%
31,790
+27,302
5493
$302K ﹤0.01%
14,221
+5,289
5494
$302K ﹤0.01%
11,534
-5,584
5495
$302K ﹤0.01%
46,043
+1,903
5496
$301K ﹤0.01%
69,214
-16,121
5497
$300K ﹤0.01%
37,045
-25,094
5498
$300K ﹤0.01%
7,850
-6,216
5499
$297K ﹤0.01%
29,970
+26,908
5500
$297K ﹤0.01%
16,304
-6,038
218 219
220
221 222