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
2726
$12.3M ﹤0.01%
798,014
-9,246
2727
$12.3M ﹤0.01%
213,171
+34,136
2728
$12.3M ﹤0.01%
238,749
-15,352
2729
$12.3M ﹤0.01%
245,277
+230,099
2730
$12.2M ﹤0.01%
1,414,514
-1,073,569
2731
$12.2M ﹤0.01%
167,801
+43,084
2732
$12.2M ﹤0.01%
430,264
+169,649
2733
$12.2M ﹤0.01%
206,864
-507,535
2734
$12.2M ﹤0.01%
474,150
-295,629
2735
$12.2M ﹤0.01%
195,572
-8,616
2736
$12.2M ﹤0.01%
1,044,527
-44,072
2737
$12.1M ﹤0.01%
1,768,968
-85,643
2738
$12.1M ﹤0.01%
364,479
-97,516
2739
$12.1M ﹤0.01%
123,340
-22,654
2740
$12.1M ﹤0.01%
580,313
-281,910
2741
$12M ﹤0.01%
336,163
-50,045
2742
$12M ﹤0.01%
163,797
-5,044
2743
$12M ﹤0.01%
960,222
+243,077
2744
$12M ﹤0.01%
1,612,468
-164,380
2745
$12M ﹤0.01%
1,274,738
-1,380,729
2746
$12M ﹤0.01%
286,776
+2,824
2747
$12M ﹤0.01%
527,626
-31,212
2748
$12M ﹤0.01%
624,217
-177,270
2749
$12M ﹤0.01%
835,873
+285,587
2750
$11.9M ﹤0.01%
591,209
-189,303
108 109
110
111 112