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
6101
$91K ﹤0.01%
9,225
6102
$91K ﹤0.01%
521
+307
6103
$90K ﹤0.01%
3,175
+500
6104
$90K ﹤0.01%
2,802
+425
6105
$90K ﹤0.01%
39,266
6106
$90K ﹤0.01%
4,193
-25,701
6107
$90K ﹤0.01%
3,407
6108
$90K ﹤0.01%
15,262
-7,684
6109
$90K ﹤0.01%
30,465
-5,577
6110
$90K ﹤0.01%
31,606
+7,147
6111
$89K ﹤0.01%
37,553
+2,147
6112
$89K ﹤0.01%
7,746
-62,189
6113
$89K ﹤0.01%
3,582
+1,024
6114
$89K ﹤0.01%
3,500
6115
$89K ﹤0.01%
66,519
+46,167
6116
$89K ﹤0.01%
7,276
-2,334
6117
$88K ﹤0.01%
3,000
6118
$88K ﹤0.01%
667
+363
6119
$88K ﹤0.01%
19,624
-3,069
6120
$88K ﹤0.01%
1,736
+35
6121
$87K ﹤0.01%
18,665
-450
6122
$87K ﹤0.01%
+4,561
6123
$87K ﹤0.01%
3,890
+1,268
6124
$87K ﹤0.01%
391,255
+322,155
6125
$87K ﹤0.01%
1,626
+222
243 244
245
246 247