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
1876
$29M ﹤0.01%
1,488,792
+71,976
1877
$29M ﹤0.01%
1,833,081
+247,719
1878
$29M ﹤0.01%
2,365,892
+206,572
1879
$29M ﹤0.01%
637,573
+50,106
1880
$28.9M ﹤0.01%
6,755,112
+5,177,266
1881
$28.8M ﹤0.01%
748,626
+478,691
1882
$28.8M ﹤0.01%
1,666,635
-490,834
1883
$28.8M ﹤0.01%
826,791
+264,396
1884
$28.7M ﹤0.01%
261,323
+8,809
1885
$28.7M ﹤0.01%
998,150
+620,305
1886
$28.7M ﹤0.01%
2,097,709
-273,837
1887
$28.6M ﹤0.01%
614,482
+134,456
1888
$28.6M ﹤0.01%
1,188,150
-1,912,909
1889
$28.6M ﹤0.01%
1,474,937
+262,555
1890
$28.6M ﹤0.01%
579,722
-650,459
1891
$28.6M ﹤0.01%
835,468
-413,913
1892
$28.6M ﹤0.01%
352,052
+156,343
1893
$28.5M ﹤0.01%
793,114
+488,723
1894
$28.5M ﹤0.01%
239,908
+42,930
1895
$28.5M ﹤0.01%
327,898
+222,290
1896
$28.5M ﹤0.01%
2,897,475
+182,023
1897
$28.5M ﹤0.01%
421,047
+269,478
1898
$28.4M ﹤0.01%
597,895
-208,378
1899
$28.4M ﹤0.01%
214,916
+128,697
1900
$28.4M ﹤0.01%
950,277
-195,332
74 75
76
77 78