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
426
$312M 0.04%
4,652,050
-3,256
427
$307M 0.04%
1,740,712
+110,835
428
$306M 0.04%
582,507
+957
429
$306M 0.04%
752
-78
430
$305M 0.04%
2,906,370
+164,142
431
$305M 0.04%
2,237,987
+198,224
432
$304M 0.04%
13,198,970
-1,162,514
433
$303M 0.04%
2,241,858
+33,159
434
$303M 0.04%
9,080,215
+281,018
435
$303M 0.04%
2,319,437
+59,732
436
$302M 0.04%
3,874,226
+216,205
437
$300M 0.04%
1,498,759
+370,144
438
$299M 0.04%
12,414,191
+2,573,386
439
$298M 0.04%
11,952,549
+537,463
440
$298M 0.04%
2,604,760
+380,873
441
$297M 0.04%
10,427,372
+1,530,496
442
$296M 0.04%
4,432,517
+121,598
443
$293M 0.04%
10,436,264
-1,663,313
444
$292M 0.04%
7,150,899
-8,998
445
$291M 0.04%
5,919,585
+1,510,081
446
$288M 0.04%
1,949,108
-401,676
447
$287M 0.04%
7,733,264
+14,887
448
$284M 0.04%
4,733,741
+69,458
449
$283M 0.04%
7,970,483
+52,554
450
$283M 0.04%
14,857,899
+478,391
16 17
18
19 20