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
976
$86.4M 0.01%
1,152,915
-174,471
977
$86.3M 0.01%
810,664
-66,654
978
$86.3M 0.01%
15,686,143
+1,418,238
979
$86.2M 0.01%
1,084,865
-117,003
980
$85.8M 0.01%
2,797,823
+271,179
981
$85.8M 0.01%
626,675
+49,983
982
$85.7M 0.01%
1,530,551
+294,357
983
$85.6M 0.01%
1,483,259
+82,812
984
$85.6M 0.01%
7,879,204
+511,565
985
$85.6M 0.01%
565,941
+375,508
986
$85.4M 0.01%
985,384
-16,813
987
$85.4M 0.01%
1,804,765
+122,735
988
$85.3M 0.01%
423,303
-4,536
989
$85.2M 0.01%
3,413,128
-332,848
990
$85M 0.01%
1,472,987
-124,429
991
$85M 0.01%
1,431,236
-41,633
992
$85M 0.01%
1,031,842
+75,510
993
$84.9M 0.01%
1,924,394
+724,537
994
$84.9M 0.01%
1,416,713
+171,562
995
$84.6M 0.01%
2,121,829
-209,114
996
$84.6M 0.01%
7,006,441
+2,991,444
997
$84.4M 0.01%
908,999
-68,145
998
$84.2M 0.01%
4,250,495
+470,139
999
$83.9M 0.01%
675,874
+16,946
1000
$83.8M 0.01%
3,197,683
-1,592
38 39
40
41 42