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
5976
$118K ﹤0.01%
31,835
-73,154
5977
$117K ﹤0.01%
3,650
5978
$117K ﹤0.01%
1,663
-37
5979
$116K ﹤0.01%
6,743
-12,468
5980
$116K ﹤0.01%
+5,159
5981
$115K ﹤0.01%
2,924
-6,978
5982
$115K ﹤0.01%
53,502
-157
5983
$114K ﹤0.01%
24,197
+10,510
5984
$114K ﹤0.01%
65
+57
5985
$114K ﹤0.01%
701
-6
5986
$114K ﹤0.01%
14,146
+3,477
5987
$114K ﹤0.01%
5,957
5988
$114K ﹤0.01%
4,330
-19,846
5989
$114K ﹤0.01%
27,995
+3,876
5990
$114K ﹤0.01%
5,983
+5,450
5991
$113K ﹤0.01%
2,732
-542
5992
$113K ﹤0.01%
24,109
+7,622
5993
$113K ﹤0.01%
18,492
+12,645
5994
$113K ﹤0.01%
11,419
-3,700
5995
$112K ﹤0.01%
23,024
-2,460
5996
$112K ﹤0.01%
150,917
+56,057
5997
$112K ﹤0.01%
38,958
+22,677
5998
$112K ﹤0.01%
13,199
+3,922
5999
$112K ﹤0.01%
11,352
-7,999
6000
$112K ﹤0.01%
11,314
-2,600
238 239
240
241 242