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
5551
$268K ﹤0.01%
17,714
-182
5552
$268K ﹤0.01%
36,839
+1,967
5553
$268K ﹤0.01%
24,315
+166
5554
$267K ﹤0.01%
21,386
+6,000
5555
$267K ﹤0.01%
82,618
-26,887
5556
$266K ﹤0.01%
94,837
-120,714
5557
$265K ﹤0.01%
27,758
+13,445
5558
$265K ﹤0.01%
71,651
-104,104
5559
$265K ﹤0.01%
1,213
+653
5560
$264K ﹤0.01%
17,592
+5,245
5561
$264K ﹤0.01%
10,000
-327
5562
$264K ﹤0.01%
91,985
+36,744
5563
$264K ﹤0.01%
34,110
+3,614
5564
$263K ﹤0.01%
141,471
-19,539
5565
$263K ﹤0.01%
54,348
+42,162
5566
$262K ﹤0.01%
38,616
+7,235
5567
$261K ﹤0.01%
11,652
-3,418
5568
$261K ﹤0.01%
655,182
-1,064,156
5569
$260K ﹤0.01%
7,667
+2,679
5570
$260K ﹤0.01%
8,090
+2,183
5571
$260K ﹤0.01%
26,218
-6,186
5572
$259K ﹤0.01%
155,282
+72,601
5573
$258K ﹤0.01%
21,185
+12,824
5574
$258K ﹤0.01%
6,158
+2,377
5575
$258K ﹤0.01%
99
+3
221 222
223
224 225