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
676
$157M 0.02%
3,264,511
+284,053
677
$157M 0.02%
2,268,653
+54,712
678
$157M 0.02%
486,774
-93,047
679
$156M 0.02%
1,622,303
-173,613
680
$156M 0.02%
3,943,578
+323,075
681
$155M 0.02%
1,548,213
+875,473
682
$155M 0.02%
929,899
+11,334
683
$154M 0.02%
3,598,668
-940,074
684
$154M 0.02%
627,350
-13,301
685
$153M 0.02%
3,951,925
+115,762
686
$153M 0.02%
3,676,515
+196,814
687
$153M 0.02%
12,778,020
+898,552
688
$153M 0.02%
4,068,290
+2,211,859
689
$153M 0.02%
3,561,365
-25,557
690
$152M 0.02%
686,701
+73,518
691
$152M 0.02%
881,917
+178,014
692
$151M 0.02%
5,584,054
-2,056,288
693
$151M 0.02%
1,386,206
+92,212
694
$151M 0.02%
1,881,191
-102,451
695
$151M 0.02%
1,248,490
-212,588
696
$150M 0.02%
2,780,971
+87,193
697
$150M 0.02%
1,415,202
-95,644
698
$149M 0.02%
4,823,799
+54,226
699
$149M 0.02%
1,987,323
+1,050,621
700
$149M 0.02%
705,644
+21,562
26 27
28
29 30