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
2701
$12.6M ﹤0.01%
294,773
-2,294
2702
$12.6M ﹤0.01%
324,790
+26,307
2703
$12.6M ﹤0.01%
144,022
+35,868
2704
$12.6M ﹤0.01%
420,328
+15,122
2705
$12.6M ﹤0.01%
173,029
+8,022
2706
$12.6M ﹤0.01%
524,567
-169,054
2707
$12.6M ﹤0.01%
314,405
+16,919
2708
$12.6M ﹤0.01%
672,596
+68,030
2709
$12.5M ﹤0.01%
471,077
+143,538
2710
$12.5M ﹤0.01%
897,973
-163,196
2711
$12.5M ﹤0.01%
515,939
+25,642
2712
$12.5M ﹤0.01%
258,471
+222,148
2713
$12.5M ﹤0.01%
417,517
-11,492
2714
$12.5M ﹤0.01%
782,957
-103,840
2715
$12.4M ﹤0.01%
286,485
+48,774
2716
$12.4M ﹤0.01%
579,001
+73,421
2717
$12.4M ﹤0.01%
334,886
+95,747
2718
$12.4M ﹤0.01%
801,580
-12,197
2719
$12.4M ﹤0.01%
898,208
-325,856
2720
$12.4M ﹤0.01%
1,051,109
+12,898
2721
$12.4M ﹤0.01%
370,838
-71,391
2722
$12.3M ﹤0.01%
3,573,091
+348,465
2723
$12.3M ﹤0.01%
333,713
-46,860
2724
$12.3M ﹤0.01%
606,893
+272,163
2725
$12.3M ﹤0.01%
540,059
+187,936
107 108
109
110 111