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
6726
$21K ﹤0.01%
2,100
+1,000
6727
$21K ﹤0.01%
2,111
-1,200
6728
$21K ﹤0.01%
2,084
6729
$21K ﹤0.01%
1,324
-284
6730
$21K ﹤0.01%
1,188
6731
$21K ﹤0.01%
2,111
-3,039
6732
$20K ﹤0.01%
14
-12
6733
$20K ﹤0.01%
1,346
-2,301
6734
$20K ﹤0.01%
+295
6735
$20K ﹤0.01%
823
-393
6736
$20K ﹤0.01%
2,024
6737
$20K ﹤0.01%
6,454
-6,043
6738
$20K ﹤0.01%
1,726
-10,797
6739
$20K ﹤0.01%
540
-1
6740
$20K ﹤0.01%
1,063
6741
$20K ﹤0.01%
550
6742
$20K ﹤0.01%
1,245
+528
6743
$20K ﹤0.01%
3,150
-5
6744
$20K ﹤0.01%
3,533
+1,194
6745
$20K ﹤0.01%
7,040
+4,936
6746
$20K ﹤0.01%
6,628
+946
6747
$20K ﹤0.01%
186
6748
$20K ﹤0.01%
3,276
+2,719
6749
$20K ﹤0.01%
1,980
6750
$20K ﹤0.01%
+2,000
268 269
270
271 272