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
1476
$44M 0.01%
3,085,963
-1,303,107
1477
$44M 0.01%
547,206
-51,486
1478
$44M 0.01%
3,120,072
+2,179,690
1479
$43.8M 0.01%
15,625,656
+12,963,197
1480
$43.7M 0.01%
4,723,057
+1,295,241
1481
$43.7M 0.01%
205,819
+130,243
1482
$43.6M 0.01%
912,309
-180,286
1483
$43.5M 0.01%
1,880,666
-8,267,654
1484
$43.5M 0.01%
1,062,585
+820,069
1485
$43.4M 0.01%
2,632,849
-642,159
1486
$43.2M 0.01%
2,257,125
+381,961
1487
$43.2M 0.01%
3,064,525
+755,731
1488
$43.2M 0.01%
841,203
+9,911
1489
$43.2M 0.01%
233,433
+142,299
1490
$43.2M 0.01%
745,188
+165,652
1491
$43.1M 0.01%
1,290,918
+367,618
1492
$43.1M 0.01%
995,652
+177,569
1493
$43M 0.01%
465,936
-10,398
1494
$43M 0.01%
514,561
+457,975
1495
$43M 0.01%
1,739,489
-103,760
1496
$42.9M 0.01%
3,611,740
+3,165,095
1497
$42.8M 0.01%
2,750,319
+1,383,589
1498
$42.8M 0.01%
1,079,390
+136,701
1499
$42.8M 0.01%
721,218
-11,229
1500
$42.8M 0.01%
136,201
+45,486
58 59
60
61 62