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
2376
$18.4M ﹤0.01%
322,223
+63,351
2377
$18.4M ﹤0.01%
377,493
-36,897
2378
$18.4M ﹤0.01%
1,902,300
+1,251,437
2379
$18.4M ﹤0.01%
282,686
+200,015
2380
$18.4M ﹤0.01%
1,727,587
-465,945
2381
$18.3M ﹤0.01%
232,891
+68,728
2382
$18.3M ﹤0.01%
1,983,622
-403,353
2383
$18.3M ﹤0.01%
702,852
+161,603
2384
$18.3M ﹤0.01%
1,517,215
+193,439
2385
$18.3M ﹤0.01%
126,032
-2,648
2386
$18.3M ﹤0.01%
1,636,161
-58,175
2387
$18.3M ﹤0.01%
381,320
-26,368
2388
$18.3M ﹤0.01%
196,347
+89,668
2389
$18.2M ﹤0.01%
166,976
+39,045
2390
$18.2M ﹤0.01%
218,987
+59,341
2391
$18.2M ﹤0.01%
267,617
+80,288
2392
$18.2M ﹤0.01%
189,728
+61,477
2393
$18.1M ﹤0.01%
1,814,628
+295,945
2394
$18.1M ﹤0.01%
1,273,836
+296,550
2395
$18.1M ﹤0.01%
1,186,316
-46,360
2396
$18.1M ﹤0.01%
376,728
+27,992
2397
$18.1M ﹤0.01%
1,604,498
+618,020
2398
$18.1M ﹤0.01%
1,339,011
+408,648
2399
$18M ﹤0.01%
506,957
+185,776
2400
$18M ﹤0.01%
588,968
+364,340
94 95
96
97 98