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
1676
$35.7M ﹤0.01%
749,083
+3,056
1677
$35.7M ﹤0.01%
2,239,843
+1,438,582
1678
$35.7M ﹤0.01%
2,512,389
+79,778
1679
$35.6M ﹤0.01%
856,283
-308,197
1680
$35.6M ﹤0.01%
1,752,563
-316,843
1681
$35.5M ﹤0.01%
2,680,528
+823,118
1682
$35.5M ﹤0.01%
866,152
+398,344
1683
$35.4M ﹤0.01%
828,918
+198,298
1684
$35.3M ﹤0.01%
720,116
+68,581
1685
$35.2M ﹤0.01%
831,733
+703,205
1686
$35.2M ﹤0.01%
1,788,979
+728,104
1687
$35.1M ﹤0.01%
1,315,732
+270,833
1688
$35M ﹤0.01%
671,164
+225,207
1689
$35M ﹤0.01%
847,321
+742,517
1690
$35M ﹤0.01%
570,496
+426,599
1691
$35M ﹤0.01%
543,378
-58,604
1692
$35M ﹤0.01%
965,548
+204,506
1693
$34.9M ﹤0.01%
804,757
+519,744
1694
$34.8M ﹤0.01%
981,180
+310,960
1695
$34.8M ﹤0.01%
1,578,054
+118,242
1696
$34.7M ﹤0.01%
2,863,681
+301,020
1697
$34.7M ﹤0.01%
268,792
-156,479
1698
$34.7M ﹤0.01%
1,074,114
+501,717
1699
$34.6M ﹤0.01%
1,166,351
+934,994
1700
$34.6M ﹤0.01%
850,805
+559,045
66 67
68
69 70