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
5951
$122K ﹤0.01%
3,694
+901
5952
$122K ﹤0.01%
5,022
+475
5953
$122K ﹤0.01%
4,828
-772
5954
$122K ﹤0.01%
3,852
+1,924
5955
$122K ﹤0.01%
19,157
+14,141
5956
$121K ﹤0.01%
3,980
5957
$121K ﹤0.01%
+5,394
5958
$121K ﹤0.01%
7,056
-5,131
5959
$121K ﹤0.01%
9,562
+6,674
5960
$121K ﹤0.01%
53,275
-6,354
5961
$121K ﹤0.01%
3,787
5962
$121K ﹤0.01%
31,839
+14,847
5963
$121K ﹤0.01%
12
-7
5964
$121K ﹤0.01%
18,749
+4,212
5965
$120K ﹤0.01%
8,730
+720
5966
$120K ﹤0.01%
2,132
-168
5967
$120K ﹤0.01%
956
-1,054
5968
$120K ﹤0.01%
12,852
+6,316
5969
$119K ﹤0.01%
863
+354
5970
$119K ﹤0.01%
109,952
+32,505
5971
$119K ﹤0.01%
11,836
-354
5972
$119K ﹤0.01%
2,619
5973
$118K ﹤0.01%
5,119
-680
5974
$118K ﹤0.01%
105,137
-68,687
5975
$118K ﹤0.01%
37,357
+17,541
237 238
239
240 241