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
1776
$32M ﹤0.01%
146,525
+58,963
1777
$31.9M ﹤0.01%
1,600,044
-265,651
1778
$31.9M ﹤0.01%
1,933,106
-83,655
1779
$31.9M ﹤0.01%
1,038,857
+534,150
1780
$31.9M ﹤0.01%
1,884,021
+953,739
1781
$31.8M ﹤0.01%
661,246
+176,435
1782
$31.8M ﹤0.01%
746,203
+319,489
1783
$31.8M ﹤0.01%
330,308
+151,329
1784
$31.7M ﹤0.01%
918,620
-112,763
1785
$31.6M ﹤0.01%
394,700
+244,367
1786
$31.6M ﹤0.01%
1,201,350
+393,209
1787
$31.5M ﹤0.01%
1,454,750
+756,298
1788
$31.5M ﹤0.01%
1,387,134
+302,306
1789
$31.5M ﹤0.01%
531,463
+358,364
1790
$31.4M ﹤0.01%
208,143
+55,930
1791
$31.4M ﹤0.01%
1,444,194
-127,566
1792
$31.4M ﹤0.01%
1,005,504
+801,824
1793
$31.4M ﹤0.01%
1,003,445
+523,633
1794
$31.4M ﹤0.01%
1,897,866
+972,615
1795
$31.3M ﹤0.01%
3,438,357
+1,003,301
1796
$31.3M ﹤0.01%
2,127,771
+1,897,698
1797
$31.3M ﹤0.01%
417,706
+47,190
1798
$31.3M ﹤0.01%
429,583
+120,536
1799
$31.3M ﹤0.01%
1,051,293
-53,343
1800
$31.3M ﹤0.01%
1,069,736
+559,454
70 71
72
73 74