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
7351
$2K ﹤0.01%
94
-225
7352
$2K ﹤0.01%
200
7353
$2K ﹤0.01%
4,032
+591
7354
$2K ﹤0.01%
205
7355
$2K ﹤0.01%
96
-229
7356
$2K ﹤0.01%
220
7357
$2K ﹤0.01%
12,928
7358
$2K ﹤0.01%
145
7359
$2K ﹤0.01%
200
7360
$2K ﹤0.01%
241
7361
$2K ﹤0.01%
4,144
7362
$2K ﹤0.01%
1,832
7363
$2K ﹤0.01%
680
-385
7364
$2K ﹤0.01%
1,473
-722
7365
$2K ﹤0.01%
1,048
-1,606
7366
$2K ﹤0.01%
220,970
7367
$2K ﹤0.01%
190
7368
$2K ﹤0.01%
1,000
7369
$2K ﹤0.01%
2,000
7370
$2K ﹤0.01%
168
-5
7371
$2K ﹤0.01%
1,001
-3,018
7372
$2K ﹤0.01%
100
-13
7373
$2K ﹤0.01%
100
7374
$2K ﹤0.01%
+2,050
7375
$1K ﹤0.01%
21
293 294
295
296 297