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
2051
$24.6M ﹤0.01%
1,236,897
+859,376
2052
$24.5M ﹤0.01%
2,660,200
+2,522,659
2053
$24.5M ﹤0.01%
512,565
+22,562
2054
$24.5M ﹤0.01%
6,846,864
+6,616,302
2055
$24.5M ﹤0.01%
238,683
+120,484
2056
$24.5M ﹤0.01%
1,312,011
+746,321
2057
$24.5M ﹤0.01%
778,269
+410,539
2058
$24.5M ﹤0.01%
1,075,441
-1,490,905
2059
$24.4M ﹤0.01%
1,091,332
+527,080
2060
$24.4M ﹤0.01%
619,296
+228,709
2061
$24.4M ﹤0.01%
1,232,472
+129,768
2062
$24.4M ﹤0.01%
150,065
+109,485
2063
$24.3M ﹤0.01%
472,626
+70,765
2064
$24.3M ﹤0.01%
269,195
+169,599
2065
$24.3M ﹤0.01%
446,115
+37,605
2066
$24.2M ﹤0.01%
850,561
+414,583
2067
$24.2M ﹤0.01%
880,122
+360,183
2068
$24.2M ﹤0.01%
1,923,936
+116,962
2069
$24.2M ﹤0.01%
780,206
-37,296
2070
$24.1M ﹤0.01%
323,011
+71,951
2071
$24.1M ﹤0.01%
1,205,049
+51,798
2072
$24.1M ﹤0.01%
289,695
+114,629
2073
$24.1M ﹤0.01%
274,522
+43,986
2074
$24.1M ﹤0.01%
369,105
-72,850
2075
$24M ﹤0.01%
1,242,722
+832,183
81 82
83
84 85