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
$734B
AUM Growth
-$36.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,274
New
Increased
Reduced
Closed

Top Buys

1
+$752M
2
+$660M
3
+$552M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$536M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$504M

Top Sells

1
+$528M
2
+$469M
3
+$461M
4
ZM icon
Zoom
ZM
+$431M
5
VEEV icon
Veeva Systems
VEEV
+$375M

Sector Composition

1 Technology 17.78%
2 Healthcare 11.34%
3 Financials 9.33%
4 Consumer Discretionary 8.3%
5 Communication Services 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$497M 0.07%
6,173,443
+114,147
277
$496M 0.07%
2,339,595
+13,997
278
$492M 0.07%
2,966,858
+519,370
279
$492M 0.07%
299,377
-12,065
280
$491M 0.07%
2,283,636
+215,554
281
$489M 0.07%
10,152,208
+913,648
282
$484M 0.07%
5,993,570
+109,161
283
$483M 0.07%
12,789,744
+1,927,873
284
$480M 0.07%
12,402,457
+1,537,156
285
$479M 0.07%
7,652,255
-708,622
286
$477M 0.07%
12,358,126
+637,730
287
$475M 0.06%
8,661,403
+273,794
288
$473M 0.06%
4,205,714
+23,732
289
$473M 0.06%
15,656,780
-314,118
290
$467M 0.06%
8,070,634
+455,282
291
$465M 0.06%
2,342,834
-156,350
292
$464M 0.06%
6,110,503
-288,283
293
$463M 0.06%
4,145,777
-62,543
294
$463M 0.06%
1,580,225
-2,692
295
$462M 0.06%
11,458,067
+101,778
296
$462M 0.06%
18,212,546
-4,172,284
297
$457M 0.06%
6,616,994
+106,541
298
$454M 0.06%
2,561,724
-19,768
299
$453M 0.06%
20,477,463
+3,241,488
300
$452M 0.06%
14,089,607
-394,114
10 11
12
13 14