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
1276
$57.3M 0.01%
2,526,644
-20,869
1277
$57.2M 0.01%
1,075,516
-61,616
1278
$57.1M 0.01%
332,908
+109,139
1279
$57.1M 0.01%
3,548,460
+209,702
1280
$57.1M 0.01%
337,025
+9,663
1281
$57M 0.01%
2,797,076
-352,632
1282
$57M 0.01%
1,211,713
+915,663
1283
$57M 0.01%
3,616,083
+2,244,628
1284
$56.8M 0.01%
1,579,424
-5,094
1285
$56.8M 0.01%
724,644
+516,818
1286
$56.7M 0.01%
668,673
-19,813
1287
$56.7M 0.01%
1,588,698
+1,037,393
1288
$56.6M 0.01%
918,358
+706,090
1289
$56.5M 0.01%
1,384,777
+140,379
1290
$56.3M 0.01%
1,102,430
+227,040
1291
$56.3M 0.01%
759,389
-21,145
1292
$56.3M 0.01%
1,194,699
-60,010
1293
$56.3M 0.01%
1,060,901
+584,878
1294
$56.3M 0.01%
1,966,257
+820,730
1295
$56.1M 0.01%
2,469,098
+2,313,558
1296
$55.9M 0.01%
408,621
+324,236
1297
$55.8M 0.01%
2,985,379
+75,687
1298
$55.8M 0.01%
1,199,857
+445,662
1299
$55.8M 0.01%
5,419,405
+3,160,006
1300
$55.7M 0.01%
1,880,270
+81,010
50 51
52
53 54