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
1551
$40.9M 0.01%
1,149,851
+612,630
1552
$40.9M 0.01%
1,344,456
+535,040
1553
$40.8M 0.01%
572,071
-15,302
1554
$40.8M 0.01%
1,839,235
+296,379
1555
$40.8M 0.01%
1,738,918
-65,117
1556
$40.7M 0.01%
987,234
+969,480
1557
$40.7M 0.01%
568,936
+456,766
1558
$40.7M 0.01%
578,053
+121,152
1559
$40.6M 0.01%
1,674,371
+269,912
1560
$40.5M 0.01%
387,315
+20,028
1561
$40.5M 0.01%
544,535
+403,912
1562
$40.4M 0.01%
836,545
+610,809
1563
$40.4M 0.01%
1,969,942
+876,833
1564
$40.3M 0.01%
1,624,269
+392,467
1565
$40.2M 0.01%
840,269
+129,982
1566
$40.1M 0.01%
643,908
-435,721
1567
$40.1M 0.01%
972,500
+260,454
1568
$40M 0.01%
1,434,639
+332,141
1569
$40M 0.01%
907,639
-32,509
1570
$40M 0.01%
1,122,621
-33,898
1571
$39.9M 0.01%
2,114,801
+278,862
1572
$39.9M 0.01%
1,091,189
+704,654
1573
$39.8M 0.01%
761,269
-330,688
1574
$39.8M 0.01%
1,366,957
-66,731
1575
$39.8M 0.01%
1,703,837
-1,623,791
61 62
63
64 65