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
1301
$55.6M 0.01%
1,215,359
+423,246
1302
$55.4M 0.01%
4,998,820
+2,524,675
1303
$55.2M 0.01%
4,357,011
-234,733
1304
$55.2M 0.01%
5,254,305
-195,560
1305
$55.2M 0.01%
3,286,231
-176,596
1306
$55.2M 0.01%
830,791
-2,778
1307
$55.1M 0.01%
2,281,923
+428,653
1308
$54.9M 0.01%
1,856,431
+288,558
1309
$54.9M 0.01%
3,787,380
+194,552
1310
$54.7M 0.01%
374,267
+280,616
1311
$54.3M 0.01%
143,378
+90,115
1312
$54.3M 0.01%
1,546,513
+65,277
1313
$54.2M 0.01%
3,586,910
-151,815
1314
$53.9M 0.01%
576,092
-136,202
1315
$53.9M 0.01%
2,409,898
+1,119,718
1316
$53.8M 0.01%
504,095
+310,437
1317
$53.6M 0.01%
1,659,647
+780,326
1318
$53.6M 0.01%
1,038,450
+641,490
1319
$53.6M 0.01%
547,099
+104,386
1320
$53.5M 0.01%
2,264,671
+387,238
1321
$53.5M 0.01%
3,204,218
+1,594,105
1322
$53.4M 0.01%
582,818
-19,282
1323
$53.3M 0.01%
1,188,254
+188,125
1324
$53.3M 0.01%
636,909
+451,182
1325
$53.2M 0.01%
577,102
+314,374
51 52
53
54 55