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
6126
$87K ﹤0.01%
6,705
+200
6127
$86K ﹤0.01%
9,565
+1,558
6128
$86K ﹤0.01%
5,119
-5,872
6129
$86K ﹤0.01%
115,003
+89,387
6130
$86K ﹤0.01%
8,709
-31,696
6131
$85K ﹤0.01%
26,811
-7,914
6132
$85K ﹤0.01%
5,785
+5,741
6133
$85K ﹤0.01%
5,616
-219
6134
$85K ﹤0.01%
17,420
+482
6135
$84K ﹤0.01%
32,969
+4,474
6136
$84K ﹤0.01%
5,108
+2,260
6137
$84K ﹤0.01%
2,500
6138
$84K ﹤0.01%
18,432
+2,717
6139
$84K ﹤0.01%
2,824
+2,460
6140
$84K ﹤0.01%
8,591
6141
$84K ﹤0.01%
2,120
+1,001
6142
$84K ﹤0.01%
1,185
-5,825
6143
$83K ﹤0.01%
8,375
-8,858
6144
$83K ﹤0.01%
4,110
-517
6145
$83K ﹤0.01%
4,935
-2,294
6146
$83K ﹤0.01%
773
+92
6147
$83K ﹤0.01%
+333
6148
$83K ﹤0.01%
66,232
-90,402
6149
$82K ﹤0.01%
3,035
-42
6150
$82K ﹤0.01%
4,452
-2,994
244 245
246
247 248