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
1176
$67.4M 0.01%
703,682
+257,716
1177
$67.4M 0.01%
672,740
+648,448
1178
$67.3M 0.01%
202,379
+126,771
1179
$67.2M 0.01%
1,339,784
+217,095
1180
$67.2M 0.01%
1,494,277
-63,946
1181
$67.1M 0.01%
2,341,460
-74,580
1182
$67M 0.01%
5,172,071
+10
1183
$66.9M 0.01%
1,647,807
+914,574
1184
$66.7M 0.01%
1,877,866
-427,998
1185
$66.7M 0.01%
1,457,319
-28,469
1186
$66.6M 0.01%
869,018
+56,373
1187
$66.4M 0.01%
1,607,406
+377,638
1188
$66.4M 0.01%
6,195,617
+2,624,940
1189
$66.3M 0.01%
477,880
+349,402
1190
$66.2M 0.01%
1,164,675
-382,344
1191
$66.2M 0.01%
2,347,169
+1,212,495
1192
$66.1M 0.01%
1,286,189
+383,415
1193
$66.1M 0.01%
1,750,361
-74,930
1194
$65.8M 0.01%
1,887,867
+252,384
1195
$65.5M 0.01%
692,761
+44,180
1196
$65M 0.01%
1,471,596
-45,403
1197
$64.8M 0.01%
1,831,980
-502,599
1198
$64.8M 0.01%
1,124,317
-258,788
1199
$64.8M 0.01%
660,576
+200,698
1200
$64.7M 0.01%
571,860
-103,028
46 47
48
49 50