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
126
$1.19B 0.16%
3,314,246
+200,427
127
$1.18B 0.16%
6,298,482
-23,579
128
$1.16B 0.16%
20,783,986
+938,478
129
$1.15B 0.16%
2,758,870
-397,704
130
$1.14B 0.16%
18,708,464
+197,317
131
$1.13B 0.15%
32,407,724
+4,392,014
132
$1.13B 0.15%
2,478,103
+18,094
133
$1.12B 0.15%
25,248,146
+529,576
134
$1.11B 0.15%
6,470,351
+82,914
135
$1.1B 0.15%
27,448,591
+1,376,863
136
$1.1B 0.15%
11,893,921
+5,085,557
137
$1.1B 0.15%
14,495,951
-843,000
138
$1.09B 0.15%
10,610,284
+354,304
139
$1.07B 0.15%
8,078,194
+867,938
140
$1.06B 0.14%
41,101,030
-2,269,937
141
$1.05B 0.14%
10,015,272
-1,362,054
142
$1.05B 0.14%
25,186,118
-2,431,339
143
$1.04B 0.14%
16,482,215
+2,622,408
144
$1.04B 0.14%
34,377,299
-8,441,379
145
$1.04B 0.14%
35,478,778
-515,402
146
$1.03B 0.14%
9,669,457
-83,200
147
$1.02B 0.14%
24,505,970
+1,718,671
148
$1.01B 0.14%
12,672,951
+1,725,883
149
$1B 0.14%
9,848,787
+694,638
150
$1B 0.14%
4,298,279
+264,035
4 5
6
7 8