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
6051
$100K ﹤0.01%
+4,166
6052
$100K ﹤0.01%
+4,308
6053
$100K ﹤0.01%
+4,349
6054
$100K ﹤0.01%
+4,389
6055
$100K ﹤0.01%
11,765
+8,311
6056
$100K ﹤0.01%
1,400
+1,244
6057
$100K ﹤0.01%
62,355
-17,681
6058
$100K ﹤0.01%
163,100
+22,382
6059
$99K ﹤0.01%
1,318
+279
6060
$99K ﹤0.01%
+250
6061
$99K ﹤0.01%
5,855
+4,139
6062
$98K ﹤0.01%
49,630
+49,580
6063
$98K ﹤0.01%
18,287
-137
6064
$98K ﹤0.01%
+2,029
6065
$98K ﹤0.01%
194,227
+28,950
6066
$97K ﹤0.01%
20,691
+320
6067
$97K ﹤0.01%
1,886
-814
6068
$97K ﹤0.01%
10,534
+2,384
6069
$97K ﹤0.01%
1,390
+780
6070
$97K ﹤0.01%
3,057
-2,117
6071
$97K ﹤0.01%
5,925
-742
6072
$96K ﹤0.01%
7,139
+1,743
6073
$96K ﹤0.01%
47,800
+14,377
6074
$96K ﹤0.01%
13,436
+11,865
6075
$96K ﹤0.01%
236,855
+236,793
241 242
243
244 245