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
1226
$62.1M 0.01%
580,135
+239,220
1227
$62.1M 0.01%
4,046,104
+2,934,840
1228
$62M 0.01%
2,480,358
+113,058
1229
$62M 0.01%
652,110
+251,816
1230
$62M 0.01%
884,092
+224,538
1231
$61.9M 0.01%
5,682,169
+4,805,234
1232
$61.8M 0.01%
320,884
+234,831
1233
$61.7M 0.01%
1,660,738
+23,959
1234
$61.5M 0.01%
768,533
-307,487
1235
$61.4M 0.01%
234,380
+136,607
1236
$61.3M 0.01%
1,098,838
+386,646
1237
$61.1M 0.01%
2,989,227
+21,227
1238
$60.9M 0.01%
3,556,534
+428,352
1239
$60.9M 0.01%
6,230,229
+3,014,498
1240
$60.8M 0.01%
905,434
+780,024
1241
$60.5M 0.01%
790,304
+41,222
1242
$60.5M 0.01%
1,566,304
+941,548
1243
$60.4M 0.01%
1,735,898
+865,117
1244
$60.4M 0.01%
1,978,931
+1,093,519
1245
$60M 0.01%
922,962
+228,558
1246
$60M 0.01%
917,153
+352,123
1247
$59.9M 0.01%
2,383,443
+84,473
1248
$59.9M 0.01%
1,342,503
+4,166
1249
$59.9M 0.01%
7,142,314
+789,897
1250
$59.8M 0.01%
2,278,374
+282,631
48 49
50
51 52