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
1376
$48.9M 0.01%
1,492,384
-136,496
1377
$48.9M 0.01%
3,363,237
+171,602
1378
$48.9M 0.01%
209,808
+143,377
1379
$48.8M 0.01%
241,223
+121,470
1380
$48.8M 0.01%
2,205,405
-311,345
1381
$48.7M 0.01%
1,026,363
+534,764
1382
$48.7M 0.01%
37,780
+24,293
1383
$48.6M 0.01%
7,717,204
+2,847,762
1384
$48.6M 0.01%
1,050,867
-17,569
1385
$48.5M 0.01%
1,889,414
+1,373,243
1386
$48.5M 0.01%
905,227
+60,033
1387
$48.4M 0.01%
329,353
-320,363
1388
$48.4M 0.01%
1,011,270
-56,394
1389
$48.2M 0.01%
1,723,905
+902,015
1390
$48.2M 0.01%
2,074,671
+123,416
1391
$48.2M 0.01%
1,635,985
+246,995
1392
$48.1M 0.01%
1,087,581
-76,294
1393
$48.1M 0.01%
1,428,556
+343,044
1394
$48.1M 0.01%
412,951
+328,671
1395
$48.1M 0.01%
988,282
+65,690
1396
$48M 0.01%
1,961,529
+1,440,696
1397
$48M 0.01%
845,828
-65,562
1398
$47.9M 0.01%
1,402,707
+520,211
1399
$47.8M 0.01%
1,165,110
+606,772
1400
$47.8M 0.01%
2,325,003
+107,156
54 55
56
57 58