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
6301
$59K ﹤0.01%
4,858
-875
6302
$59K ﹤0.01%
15,751
+4,165
6303
$59K ﹤0.01%
1,779
-115
6304
$59K ﹤0.01%
44,831
-8,683
6305
$59K ﹤0.01%
2,910
-31,628
6306
$59K ﹤0.01%
1,081
+72
6307
$59K ﹤0.01%
1,309
+755
6308
$59K ﹤0.01%
3,026
+2,466
6309
$59K ﹤0.01%
7,300
-411
6310
$59K ﹤0.01%
243
-125
6311
$58K ﹤0.01%
5,750
+3,973
6312
$58K ﹤0.01%
+5,242
6313
$58K ﹤0.01%
312
+240
6314
$58K ﹤0.01%
2,000
6315
$58K ﹤0.01%
5,897
-3,287
6316
$57K ﹤0.01%
9,397
-12,174
6317
$57K ﹤0.01%
25,831
+22,714
6318
$57K ﹤0.01%
5,679
-27,017
6319
$56K ﹤0.01%
13,000
+9,341
6320
$56K ﹤0.01%
1,068
+632
6321
$56K ﹤0.01%
12,901
+9,567
6322
$56K ﹤0.01%
3,000
+2,000
6323
$56K ﹤0.01%
2,707
+2,106
6324
$56K ﹤0.01%
4,268
+3,529
6325
$56K ﹤0.01%
4,376
-766
251 252
253
254 255