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
2101
$23.6M ﹤0.01%
434,228
+223,411
2102
$23.6M ﹤0.01%
719,059
+86,633
2103
$23.5M ﹤0.01%
751,611
+439,821
2104
$23.5M ﹤0.01%
471,917
-114,827
2105
$23.5M ﹤0.01%
1,079,882
+402,101
2106
$23.5M ﹤0.01%
349,564
-15,827
2107
$23.5M ﹤0.01%
879,259
-244,536
2108
$23.5M ﹤0.01%
2,857,263
+654,971
2109
$23.4M ﹤0.01%
294,903
+74,251
2110
$23.4M ﹤0.01%
528,263
+442,531
2111
$23.4M ﹤0.01%
1,054,356
+86,414
2112
$23.4M ﹤0.01%
2,237,482
+605,304
2113
$23.4M ﹤0.01%
603,490
+52,024
2114
$23.3M ﹤0.01%
466,190
-384,362
2115
$23.3M ﹤0.01%
330,355
+56,510
2116
$23.3M ﹤0.01%
800,327
+44,814
2117
$23.3M ﹤0.01%
265,485
+60,611
2118
$23.3M ﹤0.01%
239,466
+59,260
2119
$23.3M ﹤0.01%
292,931
+139,216
2120
$23.3M ﹤0.01%
2,343,739
-87,861
2121
$23.2M ﹤0.01%
143,257
+25,328
2122
$23.1M ﹤0.01%
516,816
+15,322
2123
$23M ﹤0.01%
1,260,530
+913,614
2124
$23M ﹤0.01%
506,710
-21,359
2125
$23M ﹤0.01%
966,982
+142,088
83 84
85
86 87