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
2426
$17.6M ﹤0.01%
646,749
+355,556
2427
$17.6M ﹤0.01%
1,802,761
+706,993
2428
$17.6M ﹤0.01%
1,086,330
+728,026
2429
$17.6M ﹤0.01%
285,920
+75,482
2430
$17.6M ﹤0.01%
676,859
-105,607
2431
$17.6M ﹤0.01%
2,388,278
+151,452
2432
$17.5M ﹤0.01%
1,323,384
+8,923
2433
$17.5M ﹤0.01%
348,896
+7,402
2434
$17.4M ﹤0.01%
410,467
+129,808
2435
$17.4M ﹤0.01%
210,989
+117,846
2436
$17.3M ﹤0.01%
989,864
+22,122
2437
$17.3M ﹤0.01%
519,609
-11,414
2438
$17.3M ﹤0.01%
865,922
+39,812
2439
$17.3M ﹤0.01%
1,821,081
+756,531
2440
$17.3M ﹤0.01%
1,745,140
-67,742
2441
$17.2M ﹤0.01%
2,805,804
+2,449,743
2442
$17.2M ﹤0.01%
801,487
-18,221
2443
$17.2M ﹤0.01%
3,514,482
+515,655
2444
$17.1M ﹤0.01%
141,553
+82,409
2445
$17.1M ﹤0.01%
442,129
+158,984
2446
$17.1M ﹤0.01%
1,348,311
+53,313
2447
$17.1M ﹤0.01%
729,886
-122,410
2448
$17.1M ﹤0.01%
703,269
+64,697
2449
$17M ﹤0.01%
318,456
-9,719
2450
$17M ﹤0.01%
820,705
+111,565
96 97
98
99 100