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
1251
$59.8M 0.01%
71,782
+36,864
1252
$59.7M 0.01%
3,442,474
+598,034
1253
$59.6M 0.01%
4,243,825
+3,920,647
1254
$59.4M 0.01%
1,234,977
+59,299
1255
$59.3M 0.01%
1,183,355
-34,736
1256
$59.2M 0.01%
1,041,151
+247,769
1257
$59.1M 0.01%
712,599
+383,645
1258
$59M 0.01%
125,653
+86,987
1259
$58.9M 0.01%
1,500,105
+329,286
1260
$58.9M 0.01%
2,294,920
+36,214
1261
$58.7M 0.01%
15,124,714
-4,183,674
1262
$58.6M 0.01%
403,023
+328,507
1263
$58.5M 0.01%
4,448,272
+881,949
1264
$58.4M 0.01%
764,799
+242,668
1265
$58.4M 0.01%
1,801,749
+227,931
1266
$58.4M 0.01%
1,355,759
+780,203
1267
$58.1M 0.01%
2,076,143
+1,147,730
1268
$58M 0.01%
1,339,982
+556,913
1269
$57.9M 0.01%
2,307,642
+2,186,369
1270
$57.9M 0.01%
681,558
+13,882
1271
$57.8M 0.01%
4,679,479
+1,871,815
1272
$57.8M 0.01%
4,037,787
+1,993,736
1273
$57.6M 0.01%
1,200,972
-51,221
1274
$57.5M 0.01%
1,697,684
-35,279
1275
$57.5M 0.01%
3,007,875
+1,423,804
49 50
51
52 53