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
1076
$78M 0.01%
10,264,590
+6,395,554
1077
$78M 0.01%
4,834,708
+1,064,494
1078
$77.9M 0.01%
1,418,702
+317,940
1079
$77.9M 0.01%
1,698,591
+797,552
1080
$77.6M 0.01%
985,313
+361,052
1081
$77.4M 0.01%
1,556,235
-30,061
1082
$77.3M 0.01%
1,304,768
+666,171
1083
$77.1M 0.01%
2,492,296
-872,001
1084
$77.1M 0.01%
790,862
+486,741
1085
$77M 0.01%
879,330
-554,775
1086
$77M 0.01%
1,333,629
+527,414
1087
$76.9M 0.01%
4,262,745
-649,582
1088
$76.7M 0.01%
1,035,257
+394,160
1089
$76.7M 0.01%
999,203
+531,641
1090
$76.6M 0.01%
1,381,504
+640,074
1091
$76.5M 0.01%
1,342,518
-409,841
1092
$76.2M 0.01%
956,060
+191,292
1093
$76.1M 0.01%
6,172,765
+672,228
1094
$75.8M 0.01%
2,338,129
+277,910
1095
$75.7M 0.01%
2,341,116
-249,983
1096
$75.7M 0.01%
152,523
+13,284
1097
$75.6M 0.01%
2,357,190
-477,130
1098
$75.5M 0.01%
1,445,551
-496,167
1099
$75.3M 0.01%
11,127,345
+2,547,918
1100
$75.1M 0.01%
1,338,039
+335,692
42 43
44
45 46