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
2501
$15.1M ﹤0.01%
603,138
-18,538
2502
$15.1M ﹤0.01%
392,366
+33,760
2503
$15.1M ﹤0.01%
510,775
-243,915
2504
$15.1M ﹤0.01%
573,798
-199
2505
$15M ﹤0.01%
1,650,674
-170,407
2506
$15M ﹤0.01%
638,844
+239,441
2507
$15M ﹤0.01%
517,284
+32,816
2508
$15M ﹤0.01%
736,747
-108,569
2509
$15M ﹤0.01%
4,285,697
-194,545
2510
$15M ﹤0.01%
735,676
+159,772
2511
$15M ﹤0.01%
382,935
-9,934
2512
$15M ﹤0.01%
317,160
-407
2513
$15M ﹤0.01%
751,051
+40,992
2514
$15M ﹤0.01%
221,187
-23,781
2515
$15M ﹤0.01%
644,032
+44,980
2516
$14.9M ﹤0.01%
147,354
-3,263
2517
$14.9M ﹤0.01%
348,756
-170,127
2518
$14.9M ﹤0.01%
2,574,880
-641,686
2519
$14.9M ﹤0.01%
1,594,860
-315,771
2520
$14.9M ﹤0.01%
755,528
-298,828
2521
$14.9M ﹤0.01%
2,477,581
-626,961
2522
$14.9M ﹤0.01%
2,400,616
-182,134
2523
$14.9M ﹤0.01%
545,765
-20,394
2524
$14.9M ﹤0.01%
734,748
-156,067
2525
$14.9M ﹤0.01%
2,708,833
+120,754
99 100
101
102 103