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
1626
$37.5M ﹤0.01%
173,265
+84,368
1627
$37.5M ﹤0.01%
1,757,529
-80,339
1628
$37.5M ﹤0.01%
549,658
+221,830
1629
$37.4M ﹤0.01%
363,312
+167,671
1630
$37.4M ﹤0.01%
1,340,618
+223,832
1631
$37.4M ﹤0.01%
518,883
+421,536
1632
$37.2M ﹤0.01%
1,703,201
+180,303
1633
$37M ﹤0.01%
562,886
+215,727
1634
$37M ﹤0.01%
1,430,157
+1,200,481
1635
$36.9M ﹤0.01%
673,557
-800,728
1636
$36.9M ﹤0.01%
1,194,441
+345,048
1637
$36.9M ﹤0.01%
731,179
+85,639
1638
$36.8M ﹤0.01%
2,986,098
+210,088
1639
$36.8M ﹤0.01%
2,655,467
+1,918,454
1640
$36.8M ﹤0.01%
429,655
+63,400
1641
$36.7M ﹤0.01%
497,116
-182,427
1642
$36.7M ﹤0.01%
324,487
+152,408
1643
$36.7M ﹤0.01%
1,519,995
+90,965
1644
$36.7M ﹤0.01%
538,089
+194,969
1645
$36.6M ﹤0.01%
861,914
+676,760
1646
$36.6M ﹤0.01%
202,373
+86,412
1647
$36.6M ﹤0.01%
904,526
-48,708
1648
$36.5M ﹤0.01%
55,862
+32,876
1649
$36.5M ﹤0.01%
8,008,873
-1,814,201
1650
$36.5M ﹤0.01%
326,011
+193,432
64 65
66
67 68