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
5526
$281K ﹤0.01%
5,436
+461
5527
$280K ﹤0.01%
12,237
+840
5528
$280K ﹤0.01%
5,693
-324
5529
$279K ﹤0.01%
2,837
+1,396
5530
$278K ﹤0.01%
14,634
+5,996
5531
$278K ﹤0.01%
183,153
-22,143
5532
$278K ﹤0.01%
67,452
+63,352
5533
$277K ﹤0.01%
17,779
+7,274
5534
$277K ﹤0.01%
77,232
+64,370
5535
$277K ﹤0.01%
11,390
+1,766
5536
$276K ﹤0.01%
13,074
-60
5537
$276K ﹤0.01%
59,071
-210,274
5538
$275K ﹤0.01%
45,687
-9,340
5539
$275K ﹤0.01%
21,164
+4,958
5540
$274K ﹤0.01%
58,386
+16,720
5541
$273K ﹤0.01%
61,097
-3,205
5542
$272K ﹤0.01%
46,630
+28,433
5543
$272K ﹤0.01%
22,574
+485
5544
$272K ﹤0.01%
11,807
+8,448
5545
$272K ﹤0.01%
13,941
5546
$272K ﹤0.01%
85,265
+58,438
5547
$272K ﹤0.01%
17,158
+10,688
5548
$271K ﹤0.01%
34,516
+17,800
5549
$271K ﹤0.01%
10,379
-5,034
5550
$268K ﹤0.01%
12,567
+7,395
220 221
222
223 224