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
1401
$47.8M 0.01%
883,835
+161,612
1402
$47.6M 0.01%
1,881,918
-18,510
1403
$47.6M 0.01%
4,380,848
+3,823,457
1404
$47.5M 0.01%
1,727,413
-91,881
1405
$47.5M 0.01%
1,385,255
-34,900
1406
$47.5M 0.01%
156,785
+18,221
1407
$47.5M 0.01%
487,275
+310,448
1408
$47.5M 0.01%
4,379,528
+142,134
1409
$47.4M 0.01%
1,947,694
+46,831
1410
$47.2M 0.01%
4,024,701
+3,506,118
1411
$47.2M 0.01%
2,930,738
-123,296
1412
$47.2M 0.01%
1,057,936
+113,087
1413
$47.1M 0.01%
902,134
+547,554
1414
$47M 0.01%
2,301,185
+318,215
1415
$47M 0.01%
1,007,934
-531,664
1416
$46.9M 0.01%
4,018,164
-283,798
1417
$46.9M 0.01%
588,377
-47,995
1418
$46.7M 0.01%
1,619,729
-63,048
1419
$46.7M 0.01%
803,988
+414,564
1420
$46.5M 0.01%
2,022,509
+26,630
1421
$46.5M 0.01%
247,251
+192,523
1422
$46.5M 0.01%
893,818
+174,918
1423
$46.5M 0.01%
853,809
+438,217
1424
$46.4M 0.01%
1,235,977
+419,625
1425
$46.4M 0.01%
1,367,016
-44,661
55 56
57
58 59