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
1426
$46.3M 0.01%
1,038,664
-325,780
1427
$46.3M 0.01%
4,375,569
+3,665,522
1428
$46.2M 0.01%
3,527,700
-275,221
1429
$46.2M 0.01%
8,646,581
+8,637,508
1430
$46M 0.01%
784,828
-134,832
1431
$45.9M 0.01%
1,218,985
+35,354
1432
$45.9M 0.01%
2,275,940
+1,069,478
1433
$45.7M 0.01%
949,972
+452,089
1434
$45.7M 0.01%
389,308
+245,089
1435
$45.6M 0.01%
17,158,496
+11,141,730
1436
$45.5M 0.01%
1,083,658
-84,853
1437
$45.5M 0.01%
541,900
-64,385
1438
$45.5M 0.01%
2,630,158
+92,098
1439
$45.3M 0.01%
1,302,279
+39,621
1440
$45.3M 0.01%
259,473
-48,868
1441
$45.3M 0.01%
2,668,137
-181,296
1442
$45.2M 0.01%
549,838
+170,509
1443
$45.2M 0.01%
1,797,323
+418,108
1444
$45.2M 0.01%
556,573
+21,694
1445
$45.1M 0.01%
634,924
+486,080
1446
$45.1M 0.01%
436,567
+355,307
1447
$45M 0.01%
9,772,498
+5,809,139
1448
$45M 0.01%
1,359,699
+832,797
1449
$45M 0.01%
291,388
+132,175
1450
$44.9M 0.01%
4,819,629
+932,530
56 57
58
59 60