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
601
$184M 0.03%
1,081,474
-220,867
602
$184M 0.03%
2,977,069
-212,691
603
$184M 0.03%
3,537,579
-39,787
604
$184M 0.03%
1,132,268
-17,042
605
$184M 0.03%
3,647,830
+115,166
606
$183M 0.03%
1,334,306
+1,956
607
$183M 0.03%
6,412,541
-235,007
608
$182M 0.02%
1,786,413
+219,895
609
$181M 0.02%
3,007,119
-3,360
610
$181M 0.02%
5,033,798
+117,919
611
$181M 0.02%
1,783,610
+631
612
$181M 0.02%
1,388,972
-82,896
613
$180M 0.02%
10,282,254
-1,162,485
614
$180M 0.02%
1,718,361
-5,216
615
$179M 0.02%
17,183,513
-1,130,067
616
$179M 0.02%
1,684,435
+357,044
617
$179M 0.02%
6,453,170
-96,516
618
$179M 0.02%
1,439,140
+45,102
619
$179M 0.02%
3,748,211
-500,007
620
$179M 0.02%
2,503,297
-167,370
621
$179M 0.02%
11,309,806
+1,526,731
622
$178M 0.02%
2,282,187
-145,223
623
$177M 0.02%
4,026,922
+264,659
624
$177M 0.02%
5,952,503
-172,435
625
$177M 0.02%
3,064,231
-46,626
23 24
25
26 27