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
5926
$128K ﹤0.01%
13,000
5927
$128K ﹤0.01%
2,497
5928
$128K ﹤0.01%
4,281
+11
5929
$127K ﹤0.01%
1,087
+169
5930
$127K ﹤0.01%
73,220
+31,851
5931
$127K ﹤0.01%
4,877
5932
$127K ﹤0.01%
6,374
-6,050
5933
$126K ﹤0.01%
46,598
+1,644
5934
$126K ﹤0.01%
12,914
+11,077
5935
$126K ﹤0.01%
56,000
-6,000
5936
$126K ﹤0.01%
314,852
+192,274
5937
$125K ﹤0.01%
11,258
-1,247
5938
$125K ﹤0.01%
16,156
+16,106
5939
$125K ﹤0.01%
144
+105
5940
$125K ﹤0.01%
249
-64
5941
$125K ﹤0.01%
107,649
-33,391
5942
$124K ﹤0.01%
227
+11
5943
$124K ﹤0.01%
4,267
-180
5944
$124K ﹤0.01%
13,475
-51
5945
$124K ﹤0.01%
27,334
-96,057
5946
$124K ﹤0.01%
561,577
-50,388
5947
$124K ﹤0.01%
28,419
5948
$123K ﹤0.01%
6,077
+559
5949
$123K ﹤0.01%
6,921
-2,188
5950
$123K ﹤0.01%
4,230
+4,183
236 237
238
239 240