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
651
$174M 0.02%
4,985,683
+1,092,458
652
$174M 0.02%
579,821
+142,328
653
$172M 0.02%
5,345,493
-420,336
654
$172M 0.02%
5,278,146
+4,139,088
655
$172M 0.02%
2,912,255
-6,969
656
$171M 0.02%
2,697,610
-79,943
657
$171M 0.02%
1,888,736
+552,463
658
$171M 0.02%
1,332,350
+670,856
659
$171M 0.02%
2,577,851
+1,271,587
660
$170M 0.02%
484,672
+358,607
661
$170M 0.02%
17,044,664
+11,214,942
662
$170M 0.02%
2,728,389
-1,441,125
663
$170M 0.02%
1,745,664
-56,044
664
$170M 0.02%
4,441,823
+1,991,996
665
$169M 0.02%
3,713,591
-721,510
666
$169M 0.02%
854,441
+385,923
667
$169M 0.02%
4,976,618
+3,028,171
668
$169M 0.02%
3,315,663
+1,207,995
669
$169M 0.02%
3,586,922
+727,407
670
$168M 0.02%
9,350,674
-342,564
671
$167M 0.02%
6,487,474
+1,649,441
672
$167M 0.02%
1,333,249
+639,308
673
$166M 0.02%
2,912,539
-745,894
674
$166M 0.02%
4,478,598
-35,656
675
$166M 0.02%
7,943,269
+53,750
25 26
27
28 29