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
776
$132M 0.02%
5,291,457
-283,138
777
$131M 0.02%
3,276,193
+1,038,711
778
$131M 0.02%
3,836,163
+2,274,865
779
$130M 0.02%
1,457,272
+623,763
780
$130M 0.02%
703,903
+29,734
781
$130M 0.02%
3,055,410
+761,533
782
$130M 0.02%
1,493,233
+81,104
783
$130M 0.02%
464,842
+206,879
784
$130M 0.02%
9,322,558
+65,779
785
$130M 0.02%
2,384,251
+1,435,229
786
$130M 0.02%
4,454,350
-580,861
787
$130M 0.02%
7,856,353
-147,212
788
$130M 0.02%
3,425,008
+2,010,181
789
$130M 0.02%
7,823,316
+983,685
790
$129M 0.02%
25,196,785
+6,160,483
791
$129M 0.02%
4,990,357
+2,974,769
792
$129M 0.02%
11,154,730
+7,032,210
793
$128M 0.02%
3,673,862
+1,577,723
794
$128M 0.02%
684,082
+255,691
795
$128M 0.02%
1,898,427
+46,580
796
$128M 0.02%
2,508,002
-888,142
797
$128M 0.02%
2,507,471
+2,147,028
798
$128M 0.02%
1,704,026
+795,126
799
$127M 0.02%
3,277,401
+99,798
800
$126M 0.02%
10,723,759
+4,685,321
30 31
32
33 34