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
1701
$34.6M ﹤0.01%
840,885
-87,527
1702
$34.6M ﹤0.01%
2,346,090
+756,003
1703
$34.6M ﹤0.01%
2,615,874
+63,745
1704
$34.5M ﹤0.01%
1,238,227
+732,280
1705
$34.5M ﹤0.01%
567,458
+50,070
1706
$34.4M ﹤0.01%
457,803
+190,747
1707
$34.3M ﹤0.01%
4,460,805
-218,202
1708
$34.3M ﹤0.01%
6,234,932
+4,196,677
1709
$34.3M ﹤0.01%
866,268
+378,072
1710
$34.2M ﹤0.01%
1,347,248
-104,234
1711
$34.2M ﹤0.01%
918,601
+778,982
1712
$34.2M ﹤0.01%
2,424,437
+1,010,439
1713
$34.1M ﹤0.01%
4,152,751
-1,573,737
1714
$34.1M ﹤0.01%
4,013,330
+318,677
1715
$34M ﹤0.01%
637,351
+130,679
1716
$34M ﹤0.01%
1,536,174
+129,358
1717
$34M ﹤0.01%
1,014,624
-510,407
1718
$34M ﹤0.01%
1,625,244
+379,914
1719
$34M ﹤0.01%
430,393
+134,338
1720
$33.9M ﹤0.01%
4,181,888
+1,474,958
1721
$33.8M ﹤0.01%
698,097
-64,013
1722
$33.8M ﹤0.01%
453,958
+329,879
1723
$33.7M ﹤0.01%
1,335,076
+586,533
1724
$33.5M ﹤0.01%
305,091
+115,039
1725
$33.5M ﹤0.01%
1,269,201
+329,761
67 68
69
70 71