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
5901
$134K ﹤0.01%
9,496
+5,964
5902
$134K ﹤0.01%
28,096
+892
5903
$134K ﹤0.01%
478,101
5904
$134K ﹤0.01%
2,480
5905
$134K ﹤0.01%
3,099
+2,108
5906
$133K ﹤0.01%
+11,152
5907
$133K ﹤0.01%
25,320
-5,538
5908
$133K ﹤0.01%
21,685
-2,577
5909
$132K ﹤0.01%
37,882
+4,137
5910
$132K ﹤0.01%
950
+166
5911
$132K ﹤0.01%
13,330
-7,777
5912
$132K ﹤0.01%
39,156
+35,738
5913
$131K ﹤0.01%
36,501
-121,590
5914
$131K ﹤0.01%
58,346
+49,117
5915
$131K ﹤0.01%
1,820
+1,307
5916
$130K ﹤0.01%
83,993
-49,739
5917
$130K ﹤0.01%
4,252
-2
5918
$130K ﹤0.01%
202
+54
5919
$129K ﹤0.01%
121,900
+22,003
5920
$129K ﹤0.01%
13,276
-12,315
5921
$129K ﹤0.01%
40,143
-2,460
5922
$129K ﹤0.01%
11,179
+2,039
5923
$129K ﹤0.01%
+4,328
5924
$128K ﹤0.01%
7,970
+4,533
5925
$128K ﹤0.01%
8,214
+2,730
235 236
237
238 239