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
801
$126M 0.02%
2,516,654
+1,300,838
802
$126M 0.02%
698,943
+388,365
803
$125M 0.02%
326,541
+221,827
804
$125M 0.02%
1,307,811
+117,145
805
$124M 0.02%
1,988,505
-406,749
806
$124M 0.02%
6,640,618
+1,536,252
807
$123M 0.02%
1,887,964
+1,069,044
808
$123M 0.02%
1,679,806
+1,106,488
809
$123M 0.02%
1,567,218
+390,900
810
$122M 0.02%
6,742,418
+1,252,454
811
$122M 0.02%
447,077
+156,554
812
$122M 0.02%
2,540,652
-214,870
813
$122M 0.02%
4,249,882
-655,681
814
$122M 0.02%
1,742,767
+861,853
815
$122M 0.02%
1,857,766
+1,454,735
816
$122M 0.02%
855,840
+354,119
817
$122M 0.02%
2,693,778
+2,279,274
818
$122M 0.02%
3,067,403
+1,801,386
819
$120M 0.02%
2,725,932
+150,228
820
$120M 0.02%
430,180
+198,716
821
$120M 0.02%
670,004
+211,393
822
$120M 0.02%
956,540
+32,449
823
$119M 0.02%
4,467,432
+2,522,359
824
$118M 0.02%
1,434,234
+583,774
825
$118M 0.02%
4,884,921
+3,041
31 32
33
34 35