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
6476
$39K ﹤0.01%
1,600
-19
6477
$39K ﹤0.01%
10,524
+71
6478
$39K ﹤0.01%
3,950
6479
$39K ﹤0.01%
4,943
-2,539
6480
$39K ﹤0.01%
1,330
6481
$39K ﹤0.01%
3,900
6482
$39K ﹤0.01%
3,145
-72,978
6483
$38K ﹤0.01%
28,848
-59,256
6484
$38K ﹤0.01%
9,309
-24,293
6485
$38K ﹤0.01%
27,968
-13,825
6486
$38K ﹤0.01%
1,145
-126
6487
$38K ﹤0.01%
934
-429
6488
$38K ﹤0.01%
16,042
+2,212
6489
$38K ﹤0.01%
8,561
+120
6490
$38K ﹤0.01%
16,922
+11,222
6491
$38K ﹤0.01%
3,804
-1,000
6492
$38K ﹤0.01%
67,841
-16,693
6493
$38K ﹤0.01%
3,830
+1,589
6494
$38K ﹤0.01%
1,900
-21,639
6495
$38K ﹤0.01%
1,700
-610
6496
$38K ﹤0.01%
15,331
-49
6497
$38K ﹤0.01%
2,201
-100
6498
$38K ﹤0.01%
7,483
+2,483
6499
$37K ﹤0.01%
12
-1
6500
$37K ﹤0.01%
1,700
-20
258 259
260
261 262