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
2826
$11.2M ﹤0.01%
360,855
-3,315
2827
$11.2M ﹤0.01%
784,478
+527,271
2828
$11.1M ﹤0.01%
117,957
-10,998
2829
$11.1M ﹤0.01%
216,901
+162,349
2830
$11.1M ﹤0.01%
601,703
-305,493
2831
$11.1M ﹤0.01%
1,599,837
-241,810
2832
$11.1M ﹤0.01%
219,624
+4,791
2833
$11.1M ﹤0.01%
905,736
-164,717
2834
$11.1M ﹤0.01%
566,005
+241,274
2835
$11.1M ﹤0.01%
664,738
+53,097
2836
$11.1M ﹤0.01%
299,744
-9,656
2837
$11.1M ﹤0.01%
191,529
+2,621
2838
$11.1M ﹤0.01%
217,598
-937
2839
$11M ﹤0.01%
2,744,355
-4,404
2840
$11M ﹤0.01%
1,467,029
-1,423,875
2841
$11M ﹤0.01%
1,621,868
-628,509
2842
$11M ﹤0.01%
289,287
+47,227
2843
$11M ﹤0.01%
217,442
+12,791
2844
$11M ﹤0.01%
87,950
-181,837
2845
$11M ﹤0.01%
1,575,615
+28,296
2846
$11M ﹤0.01%
401,809
+3,685
2847
$11M ﹤0.01%
170,526
+12,152
2848
$11M ﹤0.01%
683,881
+346,553
2849
$11M ﹤0.01%
702,622
-38,260
2850
$11M ﹤0.01%
67,986
-2,115
112 113
114
115 116