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
2876
$10.7M ﹤0.01%
816,853
+73,764
2877
$10.7M ﹤0.01%
1,952,324
-200,284
2878
$10.7M ﹤0.01%
1,594,691
+228,810
2879
$10.7M ﹤0.01%
455,605
-27,029
2880
$10.7M ﹤0.01%
566,532
-68,362
2881
$10.7M ﹤0.01%
150,320
-7,044
2882
$10.7M ﹤0.01%
966,292
-1,453,910
2883
$10.7M ﹤0.01%
231,942
+7,707
2884
$10.7M ﹤0.01%
666,020
+205,580
2885
$10.7M ﹤0.01%
1,055,164
+35,301
2886
$10.7M ﹤0.01%
346,175
-143,356
2887
$10.7M ﹤0.01%
2,669,670
+304,609
2888
$10.7M ﹤0.01%
1,208,331
-272,653
2889
$10.7M ﹤0.01%
92,227
+6,888
2890
$10.7M ﹤0.01%
275,657
-325,593
2891
$10.6M ﹤0.01%
298,630
+67,857
2892
$10.6M ﹤0.01%
742,788
+59,787
2893
$10.6M ﹤0.01%
2,995,950
+625,667
2894
$10.6M ﹤0.01%
386,427
-442,141
2895
$10.6M ﹤0.01%
1,578,389
+258,256
2896
$10.6M ﹤0.01%
1,412,628
-15,277
2897
$10.6M ﹤0.01%
408,538
-141,914
2898
$10.6M ﹤0.01%
173,895
+3,287
2899
$10.6M ﹤0.01%
603,756
+32,500
2900
$10.5M ﹤0.01%
3,252,069
-262,413
114 115
116
117 118