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
2776
$11.6M ﹤0.01%
900,644
+5,873
2777
$11.6M ﹤0.01%
136,664
-16,099
2778
$11.6M ﹤0.01%
1,073,839
-70,671
2779
$11.6M ﹤0.01%
+4,821,171
2780
$11.6M ﹤0.01%
319,230
+21,608
2781
$11.5M ﹤0.01%
591,173
-870
2782
$11.5M ﹤0.01%
156,624
+135,761
2783
$11.5M ﹤0.01%
1,248,695
+653,107
2784
$11.5M ﹤0.01%
1,281,299
+40,514
2785
$11.5M ﹤0.01%
259,044
-20,132
2786
$11.5M ﹤0.01%
399,618
+16,608
2787
$11.5M ﹤0.01%
1,544,370
-150,490
2788
$11.5M ﹤0.01%
738,632
+111,162
2789
$11.5M ﹤0.01%
2,440,033
-113,897
2790
$11.5M ﹤0.01%
909,269
-3,466,300
2791
$11.4M ﹤0.01%
193,528
+19,488
2792
$11.4M ﹤0.01%
2,581,969
-216,917
2793
$11.4M ﹤0.01%
175,193
-795
2794
$11.4M ﹤0.01%
1,240,273
-77,900
2795
$11.4M ﹤0.01%
329,922
+32,175
2796
$11.4M ﹤0.01%
364,277
-35,714
2797
$11.4M ﹤0.01%
329,389
+73,896
2798
$11.4M ﹤0.01%
128,112
-45,922
2799
$11.4M ﹤0.01%
1,019,335
-105,101
2800
$11.4M ﹤0.01%
477,353
+37,402
110 111
112
113 114