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
1201
$64.6M 0.01%
1,830,029
+800,767
1202
$64.5M 0.01%
5,529,601
+4,516,151
1203
$64.3M 0.01%
5,382,236
+2,795,811
1204
$64.1M 0.01%
1,837,015
+901,055
1205
$64.1M 0.01%
3,054,857
+2,003,768
1206
$64M 0.01%
1,236,194
-58,805
1207
$64M 0.01%
1,078,539
+554,757
1208
$63.8M 0.01%
3,121,745
+48,211
1209
$63.8M 0.01%
2,938,941
+2,444,526
1210
$63.5M 0.01%
1,647,143
+584,544
1211
$63.5M 0.01%
521,521
+262,517
1212
$63.3M 0.01%
1,368,012
+316,628
1213
$63.2M 0.01%
1,937,913
+329,704
1214
$63.2M 0.01%
8,340,403
+7,299,180
1215
$63.2M 0.01%
2,884,433
-219,130
1216
$63.1M 0.01%
2,099,033
+909,678
1217
$63M 0.01%
1,375,963
+713,697
1218
$63M 0.01%
535,242
+107,410
1219
$63M 0.01%
1,821,578
+1,019,982
1220
$63M 0.01%
2,711,660
+614,325
1221
$62.8M 0.01%
7,539,978
+5,470,254
1222
$62.8M 0.01%
950,646
+508,203
1223
$62.6M 0.01%
1,623,999
+633,432
1224
$62.5M 0.01%
2,525,712
+884,073
1225
$62.1M 0.01%
1,804,450
-360,113
47 48
49
50 51