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
5851
$145K ﹤0.01%
6,907
-143
5852
$145K ﹤0.01%
15,666
+4,554
5853
$145K ﹤0.01%
69,390
-192,948
5854
$144K ﹤0.01%
4,692
-15,920
5855
$144K ﹤0.01%
9,050
+426
5856
$144K ﹤0.01%
194,431
+121,435
5857
$144K ﹤0.01%
18,853
-13,589
5858
$144K ﹤0.01%
229,213
-18,964
5859
$143K ﹤0.01%
5,689
+211
5860
$143K ﹤0.01%
20,146
+17,502
5861
$143K ﹤0.01%
6,303
-19,078
5862
$143K ﹤0.01%
2,520
5863
$143K ﹤0.01%
58,373
+41,691
5864
$143K ﹤0.01%
10,377
-5,180
5865
$142K ﹤0.01%
262,350
+123,615
5866
$142K ﹤0.01%
10,582
-5,532
5867
$141K ﹤0.01%
31,657
-25,362
5868
$141K ﹤0.01%
23,320
-14,185
5869
$141K ﹤0.01%
8,660
+3,971
5870
$141K ﹤0.01%
4,000
5871
$141K ﹤0.01%
47,310
+6,959
5872
$141K ﹤0.01%
7,111
+3,015
5873
$141K ﹤0.01%
8,082
+6,469
5874
$141K ﹤0.01%
11,111
-923
5875
$140K ﹤0.01%
10,224
-2,395
233 234
235
236 237