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
5876
$140K ﹤0.01%
2,862
5877
$140K ﹤0.01%
543
+69
5878
$139K ﹤0.01%
5,494
+3,436
5879
$139K ﹤0.01%
11,057
+696
5880
$139K ﹤0.01%
35,205
-205,091
5881
$139K ﹤0.01%
11,443
+1,423
5882
$139K ﹤0.01%
2,523
5883
$138K ﹤0.01%
5,360
+482
5884
$138K ﹤0.01%
3,984
+1,092
5885
$138K ﹤0.01%
+2,448
5886
$138K ﹤0.01%
43,307
-758
5887
$137K ﹤0.01%
28,811
+14,307
5888
– –
0
5889
$137K ﹤0.01%
3,214
-1,645
5890
$136K ﹤0.01%
39,237
+15,427
5891
$136K ﹤0.01%
+2,814
5892
$136K ﹤0.01%
8,597
5893
$136K ﹤0.01%
13,714
-52,069
5894
$135K ﹤0.01%
2,508
-330
5895
$135K ﹤0.01%
43,629
+20,744
5896
$135K ﹤0.01%
44,127
+41,364
5897
$135K ﹤0.01%
29,170
+18,450
5898
$134K ﹤0.01%
6,857
-1,283
5899
$134K ﹤0.01%
2,721
+400
5900
$134K ﹤0.01%
7,422
-2,386
234 235
236
237 238