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
5626
$232K ﹤0.01%
52,305
-177,906
5627
$232K ﹤0.01%
5,864
-1,046
5628
$231K ﹤0.01%
6,698
-2,521
5629
$231K ﹤0.01%
9,454
+5,508
5630
$230K ﹤0.01%
+8,330
5631
$229K ﹤0.01%
9,691
+590
5632
$229K ﹤0.01%
16,330
-13,766
5633
$228K ﹤0.01%
54
-57
5634
$228K ﹤0.01%
23,121
+4,046
5635
$227K ﹤0.01%
13,276
-2,739
5636
$227K ﹤0.01%
20,578
+41
5637
$226K ﹤0.01%
22,989
-389,014
5638
$226K ﹤0.01%
196,433
-223,891
5639
$226K ﹤0.01%
16,230
-1,543
5640
$226K ﹤0.01%
11,186
-429
5641
$225K ﹤0.01%
40,341
-9,839
5642
$225K ﹤0.01%
51,390
-19,269
5643
$224K ﹤0.01%
23,243
+16,237
5644
$224K ﹤0.01%
36,312
+7,950
5645
$223K ﹤0.01%
60,937
-24,046
5646
$223K ﹤0.01%
125,757
+1,331
5647
$222K ﹤0.01%
16,138
+12,536
5648
$222K ﹤0.01%
102,746
+58,035
5649
$222K ﹤0.01%
35,411
+27,974
5650
$221K ﹤0.01%
45,311
+41,458
224 225
226
227 228