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
6026
$105K ﹤0.01%
3,131
+130
6027
$105K ﹤0.01%
6,200
-3,500
6028
$105K ﹤0.01%
66,765
-108,840
6029
$105K ﹤0.01%
18,670
+9,953
6030
$105K ﹤0.01%
8,757
-17,918
6031
$104K ﹤0.01%
14,876
+13,725
6032
$104K ﹤0.01%
22,095
+2,658
6033
$104K ﹤0.01%
1,118
+655
6034
$104K ﹤0.01%
2,731
6035
$104K ﹤0.01%
14,105
-35,878
6036
$103K ﹤0.01%
109,596
+89,170
6037
$103K ﹤0.01%
17,049
+10,944
6038
$103K ﹤0.01%
3,417
-284
6039
$103K ﹤0.01%
5,438
-37
6040
$103K ﹤0.01%
7,431
-15
6041
$103K ﹤0.01%
3,647
6042
$103K ﹤0.01%
2,270
-1,152
6043
$103K ﹤0.01%
104,111
+37,562
6044
$103K ﹤0.01%
190,584
6045
$103K ﹤0.01%
6,841
+6,808
6046
$102K ﹤0.01%
+4,459
6047
$102K ﹤0.01%
10,246
+1,138
6048
$102K ﹤0.01%
171
-199
6049
$100K ﹤0.01%
3,935
+1,254
6050
$100K ﹤0.01%
4,232
-7,236
240 241
242
243 244