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
1901
$28.4M ﹤0.01%
1,199,960
+410,627
1902
$28.3M ﹤0.01%
347,666
+42,427
1903
$28.3M ﹤0.01%
2,193,237
+1,158,284
1904
$28.3M ﹤0.01%
807,308
+448,308
1905
$28.3M ﹤0.01%
1,561,447
-768,038
1906
$28.3M ﹤0.01%
1,175,531
+348,227
1907
$28.3M ﹤0.01%
1,197,610
-426,520
1908
$28.3M ﹤0.01%
3,898,070
+1,645,678
1909
$28.3M ﹤0.01%
11,311,657
+1,172,383
1910
$28.3M ﹤0.01%
2,731,409
+1,138,280
1911
$28.2M ﹤0.01%
1,000,246
+29,857
1912
$28.2M ﹤0.01%
22,648
+18,662
1913
$28.2M ﹤0.01%
754,690
+129,535
1914
$28.2M ﹤0.01%
207,751
+115,893
1915
$28.2M ﹤0.01%
367,040
-191,371
1916
$28.1M ﹤0.01%
588,510
+254,020
1917
$28.1M ﹤0.01%
450,002
+169,868
1918
$28.1M ﹤0.01%
669,556
+154,928
1919
$28.1M ﹤0.01%
724,032
+358,522
1920
$28.1M ﹤0.01%
856,406
+720,237
1921
$28M ﹤0.01%
402,068
+198,025
1922
$27.9M ﹤0.01%
4,146,980
+771,705
1923
$27.9M ﹤0.01%
254,655
+92,907
1924
$27.8M ﹤0.01%
2,311,689
+1,347,143
1925
$27.8M ﹤0.01%
352,410
+116,971
75 76
77
78 79