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
6201
$73K ﹤0.01%
2,127
+1,040
6202
$72K ﹤0.01%
2,500
6203
$72K ﹤0.01%
15
6204
$72K ﹤0.01%
36,021
-11,928
6205
$72K ﹤0.01%
2,306
-2,547
6206
$72K ﹤0.01%
21,496
-40,188
6207
$72K ﹤0.01%
3,100
+1,840
6208
$72K ﹤0.01%
1,594
6209
$72K ﹤0.01%
23,903
+935
6210
$72K ﹤0.01%
44,237
+15,672
6211
$71K ﹤0.01%
7,201
6212
$71K ﹤0.01%
2,500
6213
$71K ﹤0.01%
7,768
-19,132
6214
$71K ﹤0.01%
19,648
+17,452
6215
$71K ﹤0.01%
36,649
+17,447
6216
$71K ﹤0.01%
49,208
+19,722
6217
$71K ﹤0.01%
7,501
-113,288
6218
$70K ﹤0.01%
4,763
-3,992
6219
$70K ﹤0.01%
16,301
+8,266
6220
$70K ﹤0.01%
1,660
-382
6221
$70K ﹤0.01%
12,633
+2,985
6222
$70K ﹤0.01%
5,025
6223
$70K ﹤0.01%
32,956
-27,861
6224
$70K ﹤0.01%
6,909
-3,301
6225
$70K ﹤0.01%
7,163
247 248
249
250 251