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
1326
$53.1M 0.01%
1,291,822
-48,925
1327
$53M 0.01%
562,524
+231,662
1328
$52.9M 0.01%
1,182,936
-1,192,341
1329
$52.8M 0.01%
1,437,225
-424,129
1330
$52.6M 0.01%
2,480,326
-1,223,760
1331
$52.5M 0.01%
1,658,529
+998,556
1332
$52.4M 0.01%
477,505
+46,419
1333
$52.3M 0.01%
1,132,273
+687,064
1334
$52.2M 0.01%
1,108,937
+738,788
1335
$52.2M 0.01%
660,762
+338,366
1336
$52.1M 0.01%
2,903,220
+1,910,466
1337
$52.1M 0.01%
1,907,415
+959,615
1338
$52.1M 0.01%
1,766,270
+1,123,813
1339
$52M 0.01%
846,826
+504,482
1340
$51.9M 0.01%
892,394
+140,484
1341
$51.8M 0.01%
566,207
+175,271
1342
$51.7M 0.01%
2,139,120
+1,667,737
1343
$51.3M 0.01%
1,302,003
+30,009
1344
$51.1M 0.01%
3,430,602
+687,833
1345
$51.1M 0.01%
480,930
+202,996
1346
$51.1M 0.01%
907,463
+687
1347
$51.1M 0.01%
2,851,909
+945,500
1348
$51.1M 0.01%
774,039
+476,998
1349
$51M 0.01%
406,591
+147,051
1350
$51M 0.01%
1,465,498
-162,605
52 53
54
55 56