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
1726
$33.5M ﹤0.01%
2,586,156
-576,256
1727
$33.4M ﹤0.01%
693,283
+39,624
1728
$33.4M ﹤0.01%
199,681
+99,738
1729
$33.3M ﹤0.01%
815,265
+544,028
1730
$33.3M ﹤0.01%
782,652
+448,344
1731
$33.3M ﹤0.01%
1,215,577
-119,663
1732
$33.3M ﹤0.01%
615,381
+489,950
1733
$33.2M ﹤0.01%
1,594,953
+743,318
1734
$33.1M ﹤0.01%
276,141
+250,919
1735
$33.1M ﹤0.01%
2,809,197
+1,904,372
1736
$33M ﹤0.01%
242,270
+59,863
1737
$33M ﹤0.01%
298,744
+34,010
1738
$33M ﹤0.01%
2,196,085
+785,000
1739
$32.9M ﹤0.01%
1,780,773
-202,291
1740
$32.9M ﹤0.01%
3,115,465
+830,904
1741
$32.9M ﹤0.01%
986,120
+110,130
1742
$32.9M ﹤0.01%
367,141
+72,648
1743
$32.9M ﹤0.01%
1,591,487
-1,797,157
1744
$32.9M ﹤0.01%
1,034,081
+177,846
1745
$32.9M ﹤0.01%
14,676,347
+14,447,406
1746
$32.9M ﹤0.01%
582,560
+247,490
1747
$32.7M ﹤0.01%
1,030,453
-2,012,237
1748
$32.7M ﹤0.01%
2,501,943
+2,294,211
1749
$32.6M ﹤0.01%
548,573
+285,077
1750
$32.6M ﹤0.01%
406,570
-33,926
68 69
70
71 72