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
726
$143M 0.02%
4,112,232
+1,441,220
727
$143M 0.02%
3,143,346
+112,005
728
$143M 0.02%
621,407
-2,607
729
$142M 0.02%
1,788,314
-328,349
730
$142M 0.02%
1,551,910
-249,167
731
$142M 0.02%
456,162
-96,660
732
$141M 0.02%
993,712
+16,465
733
$141M 0.02%
1,215,993
+810,789
734
$140M 0.02%
2,110,408
-46,634
735
$140M 0.02%
2,864,609
-224
736
$140M 0.02%
1,964,743
-34,031
737
$139M 0.02%
12,777,228
-291,485
738
$138M 0.02%
1,468,660
+34,127
739
$138M 0.02%
1,039,678
+501,589
740
$136M 0.02%
5,209,282
-68,864
741
$135M 0.02%
672,521
-7,241
742
$135M 0.02%
5,123,123
-222,370
743
$134M 0.02%
3,516,489
+461,079
744
$134M 0.02%
368,127
+41,586
745
$134M 0.02%
1,334,328
-345,478
746
$134M 0.02%
1,989,974
+97,476
747
$134M 0.02%
3,101,310
+562,542
748
$134M 0.02%
11,239,110
+207,060
749
$133M 0.02%
1,744,774
+40,748
750
$133M 0.02%
9,486,110
+2,912,836
28 29
30
31 32