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
151
$995M 0.14%
10,863,347
+3,101,814
152
$995M 0.14%
4,912,031
+168,557
153
$992M 0.14%
18,087,101
+37,234
154
$984M 0.13%
13,692,260
+184,295
155
$980M 0.13%
46,734,356
-16,413,075
156
$971M 0.13%
16,677,958
-1,064,946
157
$966M 0.13%
14,472,728
-204,650
158
$963M 0.13%
14,561,774
+485,857
159
$962M 0.13%
41,070,986
-2,028,734
160
$951M 0.13%
15,416,461
-2,410,165
161
$944M 0.13%
3,501,365
+10,434
162
$936M 0.13%
2,417,161
+25,930
163
$935M 0.13%
55,968,425
-973,365
164
$935M 0.13%
6,298,305
+503,446
165
$934M 0.13%
5,780,315
+256,538
166
$933M 0.13%
10,797,135
+206,115
167
$925M 0.13%
5,638,943
-511,390
168
$923M 0.13%
11,547,196
+162,158
169
$917M 0.13%
7,114,408
-627,184
170
$916M 0.12%
3,189,302
+36,311
171
$912M 0.12%
10,567,221
-61,054
172
$906M 0.12%
5,652,032
+137,040
173
$904M 0.12%
18,782,046
+8,173,416
174
$902M 0.12%
7,449,076
+490,103
175
$885M 0.12%
11,123,071
+904,622
5 6
7
8 9