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
2351
$18.9M ﹤0.01%
399,403
-517,293
2352
$18.9M ﹤0.01%
653,806
+427,480
2353
$18.8M ﹤0.01%
115,608
+98,938
2354
$18.8M ﹤0.01%
309,586
-168,229
2355
$18.8M ﹤0.01%
788,530
+22,828
2356
$18.8M ﹤0.01%
819,122
-85,516
2357
$18.8M ﹤0.01%
165,290
+68,127
2358
$18.7M ﹤0.01%
1,135,908
-71,648
2359
$18.7M ﹤0.01%
692,846
+638,878
2360
$18.7M ﹤0.01%
274,087
+130,302
2361
$18.7M ﹤0.01%
1,484,463
+221,078
2362
$18.7M ﹤0.01%
1,350,689
+304,528
2363
$18.7M ﹤0.01%
1,565,035
+553,375
2364
$18.6M ﹤0.01%
705,406
-1,639
2365
$18.6M ﹤0.01%
259,996
+88,180
2366
$18.6M ﹤0.01%
2,327,239
-385,596
2367
$18.6M ﹤0.01%
307,603
+1,951
2368
$18.6M ﹤0.01%
1,250,346
+45,496
2369
$18.5M ﹤0.01%
481,289
+173,213
2370
$18.5M ﹤0.01%
112,656
+83,230
2371
$18.5M ﹤0.01%
573,300
+8,178
2372
$18.5M ﹤0.01%
845,805
-46,361
2373
$18.5M ﹤0.01%
1,268,108
+177,521
2374
$18.5M ﹤0.01%
557,945
+128,325
2375
$18.4M ﹤0.01%
313,946
-146,247
93 94
95
96 97