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
2326
$19.2M ﹤0.01%
745,756
+116,428
2327
$19.2M ﹤0.01%
286,591
+152,536
2328
$19.2M ﹤0.01%
424,675
+196,048
2329
$19.2M ﹤0.01%
99,854
+24,147
2330
$19.2M ﹤0.01%
1,175,252
+133,147
2331
$19.2M ﹤0.01%
4,842,424
+129,816
2332
$19.2M ﹤0.01%
1,795,063
-355,928
2333
$19.2M ﹤0.01%
359,509
+199,636
2334
$19.1M ﹤0.01%
452,136
+290,789
2335
$19.1M ﹤0.01%
1,476,179
-112,533
2336
$19.1M ﹤0.01%
1,454,953
-67,241
2337
$19M ﹤0.01%
392,262
+233,501
2338
$19M ﹤0.01%
130,444
-1,551
2339
$19M ﹤0.01%
684,922
+214,082
2340
$19M ﹤0.01%
1,245,811
-323,813
2341
$19M ﹤0.01%
313,843
+181,386
2342
$19M ﹤0.01%
1,335,480
+113,450
2343
$19M ﹤0.01%
538,971
+234,931
2344
$19M ﹤0.01%
890,815
+70,314
2345
$19M ﹤0.01%
1,951,412
+447,559
2346
$18.9M ﹤0.01%
339,616
+168,329
2347
$18.9M ﹤0.01%
677,822
+138,676
2348
$18.9M ﹤0.01%
911,232
-722,886
2349
$18.9M ﹤0.01%
529,457
+379,436
2350
$18.9M ﹤0.01%
235,303
-104,489
92 93
94
95 96