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
6076
$96K ﹤0.01%
24,787
-1,194
6077
$96K ﹤0.01%
17,144
6078
$96K ﹤0.01%
11,701
+3,073
6079
$95K ﹤0.01%
8,583
-3,723
6080
$95K ﹤0.01%
9,902
+1,844
6081
$95K ﹤0.01%
1,248
+1,027
6082
$95K ﹤0.01%
9,615
6083
$95K ﹤0.01%
9,600
6084
$95K ﹤0.01%
9,578
6085
$94K ﹤0.01%
9,263
-1,003
6086
$94K ﹤0.01%
111,100
-161,637
6087
$94K ﹤0.01%
9,551
-300
6088
$93K ﹤0.01%
1,440
+542
6089
$93K ﹤0.01%
2,502
+1,005
6090
$93K ﹤0.01%
91,891
+32,526
6091
$93K ﹤0.01%
3,500
6092
$93K ﹤0.01%
10,556
-6,111
6093
$92K ﹤0.01%
35,240
6094
$92K ﹤0.01%
19,495
+1,218
6095
$92K ﹤0.01%
2,368
+1,317
6096
$91K ﹤0.01%
15,115
+4,170
6097
$91K ﹤0.01%
10,574
-1,216
6098
$91K ﹤0.01%
15,555
-17,131
6099
$91K ﹤0.01%
11,711
+2,463
6100
$91K ﹤0.01%
22,286
+14,656
242 243
244
245 246