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
1801
$31.3M ﹤0.01%
3,640,308
+757,687
1802
$31.3M ﹤0.01%
668,635
+193,265
1803
$31.2M ﹤0.01%
208,742
+57,229
1804
$31.2M ﹤0.01%
636,204
+419,961
1805
$31.2M ﹤0.01%
785,731
+302,099
1806
$31.1M ﹤0.01%
592,377
+462,183
1807
$31.1M ﹤0.01%
135,535
+103,815
1808
$31M ﹤0.01%
534,045
-5,110
1809
$31M ﹤0.01%
1,196,913
+926,998
1810
$31M ﹤0.01%
262,235
+81,803
1811
$30.9M ﹤0.01%
1,366,630
-323,489
1812
$30.9M ﹤0.01%
517,193
+205,235
1813
$30.8M ﹤0.01%
576,728
+130,648
1814
$30.8M ﹤0.01%
2,112,271
+14,403
1815
$30.7M ﹤0.01%
12,589,890
+11,394,480
1816
$30.7M ﹤0.01%
748,642
+358,596
1817
$30.7M ﹤0.01%
6,601,307
+2,927,666
1818
$30.7M ﹤0.01%
434,545
+17,859
1819
$30.7M ﹤0.01%
1,461,479
+1,230,915
1820
$30.7M ﹤0.01%
577,535
+323,225
1821
$30.7M ﹤0.01%
478,570
+19,234
1822
$30.6M ﹤0.01%
1,932,746
+639,149
1823
$30.6M ﹤0.01%
581,170
+133,842
1824
$30.6M ﹤0.01%
886,512
+434,656
1825
$30.6M ﹤0.01%
2,986,664
+165,996
71 72
73
74 75