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
5676
$208K ﹤0.01%
8,217
+2,731
5677
$208K ﹤0.01%
64,300
+51,997
5678
$207K ﹤0.01%
5,684
+5,615
5679
$206K ﹤0.01%
11,254
-6,902
5680
$206K ﹤0.01%
35,955
5681
$205K ﹤0.01%
75,050
-12,820
5682
$204K ﹤0.01%
7,158
-165
5683
$204K ﹤0.01%
91,471
+172
5684
$203K ﹤0.01%
14,842
-122
5685
$203K ﹤0.01%
128,905
-115,250
5686
$203K ﹤0.01%
3,531
+2,543
5687
$203K ﹤0.01%
26,113
+11,395
5688
$203K ﹤0.01%
25,259
-4,077
5689
$203K ﹤0.01%
42,725
-316
5690
$202K ﹤0.01%
6,612
-267
5691
$202K ﹤0.01%
693
-939
5692
$202K ﹤0.01%
8,123
-3,597
5693
$201K ﹤0.01%
30,147
+25,702
5694
$201K ﹤0.01%
25,509
5695
$200K ﹤0.01%
8,182
+6,329
5696
$200K ﹤0.01%
4,441
-1,652
5697
$200K ﹤0.01%
77,781
-35,043
5698
$199K ﹤0.01%
495,780
-198,404
5699
$199K ﹤0.01%
24
5700
$199K ﹤0.01%
29,822
226 227
228
229 230