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
1976
$26.6M ﹤0.01%
538,399
+12,551
1977
$26.6M ﹤0.01%
1,191,332
+628,897
1978
$26.6M ﹤0.01%
2,958,835
+1,271,109
1979
$26.5M ﹤0.01%
505,088
+219,500
1980
$26.5M ﹤0.01%
1,899,522
+1,177,314
1981
$26.5M ﹤0.01%
715,938
+288,312
1982
$26.5M ﹤0.01%
1,361,335
+1,057,961
1983
$26.5M ﹤0.01%
143,389
+64,103
1984
$26.5M ﹤0.01%
923,386
+387,133
1985
$26.5M ﹤0.01%
1,184,655
-38,496
1986
$26.4M ﹤0.01%
991,312
+121,116
1987
$26.4M ﹤0.01%
96,370
+12,835
1988
$26.4M ﹤0.01%
1,812,718
+155,542
1989
$26.3M ﹤0.01%
409,377
+204,214
1990
$26.2M ﹤0.01%
1,874,788
+1,011,589
1991
$26.2M ﹤0.01%
1,773,854
+962,968
1992
$26.2M ﹤0.01%
273,638
+52,204
1993
$26.2M ﹤0.01%
1,765,614
+940,422
1994
$26.2M ﹤0.01%
12,834,471
+11,381,424
1995
$26.1M ﹤0.01%
603,750
+526,349
1996
$26.1M ﹤0.01%
1,769,863
+244,756
1997
$26M ﹤0.01%
3,115,365
+333,082
1998
$26M ﹤0.01%
1,138,455
+967,714
1999
$26M ﹤0.01%
916,619
+163,014
2000
$25.9M ﹤0.01%
2,090,349
+25,607
78 79
80
81 82