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
1751
$32.6M ﹤0.01%
392,161
+194,632
1752
$32.5M ﹤0.01%
624,723
+539,391
1753
$32.5M ﹤0.01%
655,147
-20,065
1754
$32.5M ﹤0.01%
646,427
-26,592
1755
$32.5M ﹤0.01%
1,492,767
+233,282
1756
$32.5M ﹤0.01%
2,496,233
+214,700
1757
$32.4M ﹤0.01%
780,242
-144,832
1758
$32.4M ﹤0.01%
366,225
+140,834
1759
$32.4M ﹤0.01%
913,821
+516,039
1760
$32.4M ﹤0.01%
417,232
-44,230
1761
$32.3M ﹤0.01%
1,039,475
-578,286
1762
$32.3M ﹤0.01%
701,906
-147,130
1763
$32.3M ﹤0.01%
1,076,494
+45,325
1764
$32.3M ﹤0.01%
1,165,097
+393,118
1765
$32.3M ﹤0.01%
699,587
+461,235
1766
$32.3M ﹤0.01%
406,125
+62,568
1767
$32.2M ﹤0.01%
106,118
+50,410
1768
$32.2M ﹤0.01%
1,830,680
-22,176
1769
$32.2M ﹤0.01%
288,271
+134,999
1770
$32.2M ﹤0.01%
1,351,259
-476,062
1771
$32.2M ﹤0.01%
1,386,279
+476,266
1772
$32.2M ﹤0.01%
372,694
+178,809
1773
$32.1M ﹤0.01%
532,408
+49,448
1774
$32M ﹤0.01%
747,381
+275,320
1775
$32M ﹤0.01%
652,277
-14,817
69 70
71
72 73