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
7801
– –
-3,317
7802
– –
-2,777
7803
$0 ﹤0.01%
283
7804
– –
-4,031
7805
$0 ﹤0.01%
360
-1,717
7806
– –
-187
7807
$0 ﹤0.01%
12
-5
7808
– –
-812
7809
$0 ﹤0.01%
1
7810
$0 ﹤0.01%
152
7811
– –
-4,527
7812
– –
-759
7813
$0 ﹤0.01%
4
-5,996
7814
$0 ﹤0.01%
1,284
7815
– –
-79
7816
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-208
7817
– –
-348
7818
$0 ﹤0.01%
4,938
7819
– –
-82
7820
– –
-200,000
7821
– –
-1,900
7822
$0 ﹤0.01%
10
-313
7823
$0 ﹤0.01%
1
-4
7824
– –
-32,800
7825
– –
-400
311 312
313
314 315