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
876
$108M 0.01%
1,850,497
+974,493
877
$108M 0.01%
1,707,444
+72,985
878
$108M 0.01%
3,434,077
-753,457
879
$108M 0.01%
7,373,298
+2,377,467
880
$107M 0.01%
277,964
+174,433
881
$107M 0.01%
5,451,995
-89,599
882
$107M 0.01%
2,535,638
+927,248
883
$106M 0.01%
1,432,774
+657,200
884
$106M 0.01%
1,063,191
+34,834
885
$105M 0.01%
3,700,497
+2,098,896
886
$105M 0.01%
5,334,749
+2,669,577
887
$105M 0.01%
427,839
+272,623
888
$105M 0.01%
649,277
+307,963
889
$105M 0.01%
874,386
+280,825
890
$105M 0.01%
1,041,505
+355,501
891
$105M 0.01%
2,116,958
-10,708
892
$105M 0.01%
2,915,745
-54,966
893
$104M 0.01%
2,738,738
+679,505
894
$104M 0.01%
391,237
-18,425
895
$103M 0.01%
6,573,274
+171,988
896
$103M 0.01%
768,100
+231,407
897
$103M 0.01%
661,655
+197,519
898
$103M 0.01%
26,529,422
+20,599,663
899
$103M 0.01%
3,469,353
+81,548
900
$103M 0.01%
3,669,194
+1,254,571
34 35
36
37 38