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
2626
$13.5M ﹤0.01%
159,933
+33,322
2627
$13.5M ﹤0.01%
459,779
+41,809
2628
$13.4M ﹤0.01%
591,292
-296,158
2629
$13.4M ﹤0.01%
1,956,988
+233,714
2630
$13.4M ﹤0.01%
1,390,989
+8,088
2631
$13.4M ﹤0.01%
994,066
+9,574
2632
$13.4M ﹤0.01%
65,203
+9
2633
$13.4M ﹤0.01%
1,218,195
+93,151
2634
$13.4M ﹤0.01%
272,614
+17,271
2635
$13.4M ﹤0.01%
488,789
+146,388
2636
$13.4M ﹤0.01%
130,761
-11,392
2637
$13.4M ﹤0.01%
471,362
-6,828
2638
$13.3M ﹤0.01%
340,715
-232,585
2639
$13.3M ﹤0.01%
807,169
-48,308
2640
$13.3M ﹤0.01%
1,783,564
+86,936
2641
$13.3M ﹤0.01%
269,289
+124,959
2642
$13.3M ﹤0.01%
1,544,640
+227,032
2643
$13.3M ﹤0.01%
126,993
+1,237
2644
$13.3M ﹤0.01%
810,071
-52,630
2645
$13.3M ﹤0.01%
354,192
-25,396
2646
$13.3M ﹤0.01%
918,339
+269,170
2647
$13.2M ﹤0.01%
841,243
+4,729
2648
$13.2M ﹤0.01%
308,580
-30,244
2649
$13.2M ﹤0.01%
422,639
+25,032
2650
$13.2M ﹤0.01%
4,209,904
-426,662
104 105
106
107 108