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
851
$107M 0.01%
2,165,637
-456,528
852
$107M 0.01%
1,021,664
-57,501
853
$106M 0.01%
771,544
+139,900
854
$106M 0.01%
2,711,847
-112,620
855
$106M 0.01%
644,148
+9,637
856
$106M 0.01%
264,489
-13,475
857
$106M 0.01%
4,968,944
+84,023
858
$105M 0.01%
1,868,690
-1,496,867
859
$105M 0.01%
1,703,380
+332,364
860
$105M 0.01%
6,738,382
-9,131
861
$105M 0.01%
2,328,518
-548,340
862
$105M 0.01%
1,288,633
+62,794
863
$105M 0.01%
388,250
-15,712
864
$104M 0.01%
4,298,298
+141,505
865
$104M 0.01%
1,818,981
+111,537
866
$104M 0.01%
9,211,368
-536,088
867
$104M 0.01%
6,283,231
-357,387
868
$104M 0.01%
1,735,144
+29,372
869
$104M 0.01%
6,765,353
+2,858,142
870
$104M 0.01%
2,169,941
+52,983
871
$103M 0.01%
2,028,400
+162,800
872
$103M 0.01%
3,549,555
+270,500
873
$102M 0.01%
2,385,074
+174,049
874
$102M 0.01%
4,154,001
-95,881
875
$102M 0.01%
2,716,107
-1,083,065
33 34
35
36 37