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
2676
$12.9M ﹤0.01%
784,207
+118,715
2677
$12.9M ﹤0.01%
238,336
+8,700
2678
$12.8M ﹤0.01%
1,553,092
-249,669
2679
$12.8M ﹤0.01%
48,089
-1,929
2680
$12.8M ﹤0.01%
3,751,000
+1,429,063
2681
$12.8M ﹤0.01%
1,214,592
+571,409
2682
$12.8M ﹤0.01%
531,378
+3,979
2683
$12.8M ﹤0.01%
150,005
+4,061
2684
$12.8M ﹤0.01%
1,104,083
-234,928
2685
$12.8M ﹤0.01%
333,365
+70,440
2686
$12.7M ﹤0.01%
459,259
+75,885
2687
$12.7M ﹤0.01%
213,728
+24,692
2688
$12.7M ﹤0.01%
431,790
+6,801
2689
$12.7M ﹤0.01%
1,647,764
+568,986
2690
$12.7M ﹤0.01%
141,250
+2,645
2691
$12.7M ﹤0.01%
1,688,628
-259,995
2692
$12.7M ﹤0.01%
335,526
-41,410
2693
$12.7M ﹤0.01%
418,892
+26,014
2694
$12.7M ﹤0.01%
348,546
+51,618
2695
$12.7M ﹤0.01%
236,191
+12,167
2696
$12.7M ﹤0.01%
223,873
+36,638
2697
$12.7M ﹤0.01%
231,265
+18,832
2698
$12.6M ﹤0.01%
101,606
+133
2699
$12.6M ﹤0.01%
205,818
+9,794
2700
$12.6M ﹤0.01%
275,408
+31,390
106 107
108
109 110