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
6426
$45K ﹤0.01%
26,383
-1,246
6427
$45K ﹤0.01%
197,565
+141,264
6428
$44K ﹤0.01%
3,455
-1,852
6429
$44K ﹤0.01%
1,444
6430
$44K ﹤0.01%
1,111
6431
$44K ﹤0.01%
14,747
-335
6432
$44K ﹤0.01%
466
-1,468
6433
$44K ﹤0.01%
728
6434
$44K ﹤0.01%
1,498
6435
$44K ﹤0.01%
4,500
6436
$44K ﹤0.01%
4,465
+2,465
6437
$43K ﹤0.01%
5,400
-1,406
6438
$43K ﹤0.01%
19,841
-1,770,527
6439
$43K ﹤0.01%
4,098
+820
6440
$43K ﹤0.01%
25,092
+5,368
6441
$43K ﹤0.01%
1,144
+191
6442
$43K ﹤0.01%
545
-643
6443
$43K ﹤0.01%
106,797
+20,336
6444
$43K ﹤0.01%
7,358
+1,235
6445
$42K ﹤0.01%
1,566
-542
6446
$42K ﹤0.01%
20,649
+5,219
6447
$42K ﹤0.01%
3,300
6448
$41K ﹤0.01%
1,124
-54
6449
$41K ﹤0.01%
+6,622
6450
$41K ﹤0.01%
12,930
-802
256 257
258
259 260