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
5751
$180K ﹤0.01%
7,255
-5,820
5752
$180K ﹤0.01%
52,143
-1,098
5753
$180K ﹤0.01%
57,089
+18,013
5754
$177K ﹤0.01%
78,906
-225,986
5755
$177K ﹤0.01%
24,321
-17,991
5756
$177K ﹤0.01%
7,669
+803
5757
$177K ﹤0.01%
5,495
-460
5758
$176K ﹤0.01%
53,081
+28,471
5759
$176K ﹤0.01%
45,817
+23,007
5760
$175K ﹤0.01%
45,123
-529
5761
$175K ﹤0.01%
57,185
+25,719
5762
$175K ﹤0.01%
19,171
-33,407
5763
$174K ﹤0.01%
65,435
+33,427
5764
$174K ﹤0.01%
14,692
+7,430
5765
$174K ﹤0.01%
3,082
-6,071
5766
$174K ﹤0.01%
133,298
-32,694
5767
$174K ﹤0.01%
3,987
+1,064
5768
$173K ﹤0.01%
14,573
5769
$173K ﹤0.01%
6,343
-532
5770
$171K ﹤0.01%
2,441
+2,029
5771
$171K ﹤0.01%
8,555
+5,766
5772
$170K ﹤0.01%
7,120
+309
5773
$170K ﹤0.01%
31,506
-713
5774
$169K ﹤0.01%
151,010
-388,300
5775
$169K ﹤0.01%
46,512
+45
229 230
231
232 233