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
1951
$27.1M ﹤0.01%
1,085,663
+51,990
1952
$27.1M ﹤0.01%
374,655
+270,079
1953
$27.1M ﹤0.01%
715,049
+233,708
1954
$27M ﹤0.01%
1,114,388
-10,224
1955
$27M ﹤0.01%
348,425
+111,620
1956
$27M ﹤0.01%
175,524
+117,599
1957
$27M ﹤0.01%
796,931
+88,805
1958
$27M ﹤0.01%
332,972
+153,628
1959
$26.9M ﹤0.01%
613,276
+565,709
1960
$26.9M ﹤0.01%
1,651,309
+324,042
1961
$26.9M ﹤0.01%
736,115
+43,479
1962
$26.9M ﹤0.01%
370,365
+213,365
1963
$26.9M ﹤0.01%
1,765,853
+266,750
1964
$26.8M ﹤0.01%
2,375,968
+751,560
1965
$26.8M ﹤0.01%
948,623
+876,801
1966
$26.8M ﹤0.01%
931,117
+913,589
1967
$26.8M ﹤0.01%
1,151,311
+975,072
1968
$26.7M ﹤0.01%
914,608
+527,022
1969
$26.7M ﹤0.01%
1,117,997
+536,615
1970
$26.7M ﹤0.01%
344,650
-57,632
1971
$26.7M ﹤0.01%
235,083
+149,498
1972
$26.7M ﹤0.01%
603,929
+10,985
1973
$26.6M ﹤0.01%
312,082
+19,952
1974
$26.6M ﹤0.01%
805,060
+73,317
1975
$26.6M ﹤0.01%
456,524
+233,062
77 78
79
80 81