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
1051
$81.8M 0.01%
639,212
+71,052
1052
$81.6M 0.01%
1,682,030
+350,985
1053
$81.4M 0.01%
345,323
-37,034
1054
$81.3M 0.01%
1,079,165
+288,549
1055
$81.2M 0.01%
3,281,910
+250,299
1056
$81M 0.01%
483,736
+232,472
1057
$80.9M 0.01%
1,034,088
+641,468
1058
$80.5M 0.01%
2,835,117
-7,904
1059
$80.5M 0.01%
3,453,811
+1,568,942
1060
$80.4M 0.01%
1,381,243
+993,009
1061
$80.2M 0.01%
909,514
+511,252
1062
$80.2M 0.01%
12,828,549
+7,054,520
1063
$80.1M 0.01%
3,420,389
+52,303
1064
$80M 0.01%
+3,254,403
1065
$79.9M 0.01%
922,416
+499,312
1066
$79.9M 0.01%
11,000,656
+7,130,267
1067
$79.7M 0.01%
1,106,427
+88,085
1068
$79.6M 0.01%
1,749,844
+554,402
1069
$79M 0.01%
1,300,535
+4,403
1070
$79M 0.01%
2,923,916
-841,019
1071
$78.9M 0.01%
19,704
+6,677
1072
$78.3M 0.01%
3,413,615
+3,412,072
1073
$78.2M 0.01%
260,213
+169,489
1074
$78.2M 0.01%
3,581,945
-931,603
1075
$78M 0.01%
501,707
+302,089
41 42
43
44 45