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 Fund
S&P 500
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 17.72%
2 Healthcare 11.34%
3 Financials 9.39%
4 Consumer Discretionary 8.3%
5 Communication Services 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$15.4M ﹤0.01%
1,097,034
+205,692
2477
$15.4M ﹤0.01%
2,062,228
+69,606
2478
$15.4M ﹤0.01%
376,318
-65,811
2479
$15.4M ﹤0.01%
175,454
+79,947
2480
$15.4M ﹤0.01%
368,576
+307,301
2481
$15.4M ﹤0.01%
421,920
-90,645
2482
$15.4M ﹤0.01%
524,911
-75,966
2483
$15.4M ﹤0.01%
624,884
-120,872
2484
$15.3M ﹤0.01%
673,556
+84,018
2485
$15.3M ﹤0.01%
780,087
-1,002,164
2486
$15.3M ﹤0.01%
77,031
-20,710
2487
$15.3M ﹤0.01%
335,586
+131,826
2488
$15.3M ﹤0.01%
522,647
-267,212
2489
$15.3M ﹤0.01%
847,307
+116,624
2490
$15.3M ﹤0.01%
223,276
-229,744
2491
$15.2M ﹤0.01%
544,916
+33,298
2492
$15.2M ﹤0.01%
219,428
-6,156
2493
$15.2M ﹤0.01%
318,462
-261,260
2494
$15.2M ﹤0.01%
1,328,877
-19,434
2495
$15.2M ﹤0.01%
215,719
-77,212
2496
$15.2M ﹤0.01%
1,552,556
-19,543
2497
$15.2M ﹤0.01%
393,687
+36,680
2498
$15.1M ﹤0.01%
744,782
-75,923
2499
$15.1M ﹤0.01%
784,488
-406,844
2500
$15.1M ﹤0.01%
292,348
-21,598
98 99
100
101 102