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
2751
$11.9M ﹤0.01%
246,848
+7,024
2752
$11.9M ﹤0.01%
707,365
+153,672
2753
$11.9M ﹤0.01%
238,423
-46,461
2754
$11.9M ﹤0.01%
369,536
-112,741
2755
$11.8M ﹤0.01%
543,306
+119,114
2756
$11.8M ﹤0.01%
165,164
-74,302
2757
$11.8M ﹤0.01%
973,343
-112,987
2758
$11.8M ﹤0.01%
58,664
+1,065
2759
$11.8M ﹤0.01%
1,053,142
-367,452
2760
$11.8M ﹤0.01%
415,857
+16,799
2761
$11.7M ﹤0.01%
730,621
-7,807
2762
$11.7M ﹤0.01%
309,385
-2,032
2763
$11.7M ﹤0.01%
1,168,190
-267,746
2764
$11.7M ﹤0.01%
267,601
+43,630
2765
$11.7M ﹤0.01%
149,575
-51,646
2766
$11.7M ﹤0.01%
401,171
-69,895
2767
$11.7M ﹤0.01%
229,208
+20,618
2768
$11.7M ﹤0.01%
561,607
-253,920
2769
$11.7M ﹤0.01%
247,267
+74,142
2770
$11.7M ﹤0.01%
1,466,936
-328,127
2771
$11.6M ﹤0.01%
219,629
-21,750
2772
$11.6M ﹤0.01%
1,535,041
+316,780
2773
$11.6M ﹤0.01%
116,089
+22,461
2774
$11.6M ﹤0.01%
285,666
+13,240
2775
$11.6M ﹤0.01%
446,020
-32,330
109 110
111
112 113