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
1451
$44.9M 0.01%
280,051
+8,122
1452
$44.8M 0.01%
4,014,997
+1,497,522
1453
$44.8M 0.01%
1,399,660
+75,030
1454
$44.8M 0.01%
2,430,474
+807,477
1455
$44.7M 0.01%
1,663,275
+712,082
1456
$44.7M 0.01%
2,440,621
+298,426
1457
$44.7M 0.01%
2,876,579
+328,491
1458
$44.7M 0.01%
5,423,173
+1,248,817
1459
$44.7M 0.01%
340,639
+120,278
1460
$44.6M 0.01%
443,129
-80,808
1461
$44.5M 0.01%
587,474
+88,504
1462
$44.5M 0.01%
882,034
+669,458
1463
$44.4M 0.01%
4,497,573
+392,516
1464
$44.4M 0.01%
777,537
+123,553
1465
$44.3M 0.01%
1,661,875
+1,216,355
1466
$44.3M 0.01%
418,129
+316,331
1467
$44.2M 0.01%
1,031,599
+535,942
1468
$44.2M 0.01%
5,159,835
-732,377
1469
$44.2M 0.01%
1,711,116
+689,890
1470
$44.1M 0.01%
5,870,923
+1,993,556
1471
$44.1M 0.01%
182,291
+111,040
1472
$44.1M 0.01%
437,420
+204,238
1473
$44.1M 0.01%
591,075
+371,928
1474
$44M 0.01%
204,231
+45,673
1475
$44M 0.01%
717,753
+290,285
57 58
59
60 61