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
6276
$63K ﹤0.01%
6,040
-1,490
6277
$62K ﹤0.01%
8,756
+7,758
6278
$62K ﹤0.01%
2,913
-35
6279
$62K ﹤0.01%
8,936
+2,000
6280
$62K ﹤0.01%
1,875
-32
6281
$62K ﹤0.01%
2,485
-285
6282
$62K ﹤0.01%
1,288
-90
6283
$62K ﹤0.01%
8,897
+2,490
6284
$62K ﹤0.01%
29,876
-445
6285
$61K ﹤0.01%
13,809
+4,511
6286
$61K ﹤0.01%
8,146
-1,671
6287
$61K ﹤0.01%
2,290
6288
$61K ﹤0.01%
10,506
+5,080
6289
$61K ﹤0.01%
6,151
6290
$61K ﹤0.01%
41,284
-7,207
6291
$60K ﹤0.01%
2,000
6292
$60K ﹤0.01%
2,352
6293
$60K ﹤0.01%
1,800
6294
$60K ﹤0.01%
2,604
-1,274
6295
$60K ﹤0.01%
1,410
-175
6296
$60K ﹤0.01%
6,130
6297
$60K ﹤0.01%
3,183
+1,288
6298
$60K ﹤0.01%
6,162
6299
$60K ﹤0.01%
6,111
-904
6300
$59K ﹤0.01%
8,322
+6,526
250 251
252
253 254