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
1351
$50.9M 0.01%
473,683
+279,189
1352
$50.8M 0.01%
731,975
+587,588
1353
$50.7M 0.01%
2,265,837
-1,192,610
1354
$50.5M 0.01%
2,196,454
+1,851,026
1355
$50.5M 0.01%
670,522
+96,150
1356
$50.4M 0.01%
1,575,456
-513,364
1357
$50M 0.01%
500,895
-62,337
1358
$49.9M 0.01%
4,487,364
-126,862
1359
$49.9M 0.01%
4,429,871
+102,447
1360
$49.8M 0.01%
5,676,260
+2,256,483
1361
$49.8M 0.01%
3,470,754
+496,999
1362
$49.7M 0.01%
939,461
+640,033
1363
$49.7M 0.01%
646,206
+53,271
1364
$49.7M 0.01%
772,933
+71,094
1365
$49.6M 0.01%
1,683,130
+1,196,946
1366
$49.5M 0.01%
1,454,879
+1,375,930
1367
$49.5M 0.01%
1,627,472
+309,848
1368
$49.4M 0.01%
12,692,761
+1,192,129
1369
$49.4M 0.01%
693,888
+46,781
1370
$49.3M 0.01%
825,194
+571,473
1371
$49.3M 0.01%
282,013
+115,982
1372
$49.3M 0.01%
2,134,547
-196,224
1373
$49.3M 0.01%
690,344
-116,812
1374
$49.1M 0.01%
2,021,647
-209,401
1375
$49M 0.01%
256,057
+63,763
53 54
55
56 57