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
576
$204M 0.03%
5,969,126
+2,758,243
577
$204M 0.03%
1,605,219
-199,618
578
$203M 0.03%
1,837,220
+926,922
579
$203M 0.03%
8,657,496
+3,854,796
580
$203M 0.03%
4,719,388
+2,641,047
581
$202M 0.03%
7,672,733
+4,149,709
582
$202M 0.03%
9,591,303
+3,082,635
583
$201M 0.03%
4,915,879
+140,238
584
$201M 0.03%
2,339,819
+1,099,969
585
$200M 0.03%
3,001,474
-922,875
586
$200M 0.03%
2,963,814
+1,536,268
587
$199M 0.03%
3,532,664
+1,517,978
588
$199M 0.03%
948,706
+572,360
589
$199M 0.03%
3,352,751
+1,340,619
590
$198M 0.03%
1,015,816
+413,676
591
$198M 0.03%
1,149,310
-48,807
592
$198M 0.03%
4,538,742
+2,281,824
593
$197M 0.03%
18,313,580
+1,092,228
594
$197M 0.03%
7,119,839
+919,620
595
$197M 0.03%
11,408,412
+5,587,716
596
$196M 0.03%
1,967,343
+323,645
597
$196M 0.03%
3,365,557
+691,930
598
$195M 0.03%
1,609,241
+679,378
599
$195M 0.03%
1,776,132
+1,012,636
600
$195M 0.03%
1,914,352
-1,557,698
22 23
24
25 26