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
2526
$14.9M ﹤0.01%
4,046,126
-3,232,576
2527
$14.9M ﹤0.01%
573,845
-168,891
2528
$14.8M ﹤0.01%
1,022,761
-149,047
2529
$14.8M ﹤0.01%
315,210
-11,457
2530
$14.8M ﹤0.01%
3,424,635
+613,147
2531
$14.8M ﹤0.01%
477,088
+43,369
2532
$14.8M ﹤0.01%
1,054,117
+610,550
2533
$14.8M ﹤0.01%
295,338
-179,805
2534
$14.8M ﹤0.01%
507,108
+39,424
2535
$14.7M ﹤0.01%
1,412,061
-72,402
2536
$14.7M ﹤0.01%
919,845
-70,019
2537
$14.7M ﹤0.01%
1,515,422
+8,656
2538
$14.7M ﹤0.01%
1,945,770
-58,714
2539
$14.7M ﹤0.01%
903,119
-7,341
2540
$14.7M ﹤0.01%
181,156
-108,539
2541
$14.7M ﹤0.01%
2,638,104
+249,826
2542
$14.7M ﹤0.01%
367,043
+3,567
2543
$14.6M ﹤0.01%
1,119,213
+189,655
2544
$14.6M ﹤0.01%
1,337,536
+156,372
2545
$14.6M ﹤0.01%
216,187
-11,124
2546
$14.6M ﹤0.01%
1,296,989
-908,762
2547
$14.6M ﹤0.01%
299,622
+25,774
2548
$14.5M ﹤0.01%
1,867,131
-15,249
2549
$14.5M ﹤0.01%
233,316
+7,458
2550
$14.5M ﹤0.01%
664,413
+48,837
100 101
102
103 104