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
2901
$10.5M ﹤0.01%
696,071
-88,023
2902
$10.5M ﹤0.01%
449,093
+236,013
2903
$10.5M ﹤0.01%
464,863
-30,891
2904
$10.5M ﹤0.01%
2,932,946
-245,573
2905
$10.5M ﹤0.01%
100,170
-11,688
2906
$10.5M ﹤0.01%
299,558
-283,098
2907
$10.5M ﹤0.01%
248,392
+54,585
2908
$10.5M ﹤0.01%
118,198
+101
2909
$10.5M ﹤0.01%
206,482
+93,189
2910
$10.5M ﹤0.01%
1,017,600
+182,529
2911
$10.5M ﹤0.01%
237,227
+69,554
2912
$10.5M ﹤0.01%
271,301
-5,707
2913
$10.4M ﹤0.01%
877,561
+188,322
2914
$10.4M ﹤0.01%
164,253
-2,664
2915
$10.4M ﹤0.01%
2,212,138
+61,546
2916
$10.4M ﹤0.01%
186,742
-180,000
2917
$10.4M ﹤0.01%
1,285,522
+30,566
2918
$10.4M ﹤0.01%
143,228
-39,703
2919
$10.4M ﹤0.01%
273,133
-2,872
2920
$10.4M ﹤0.01%
252,233
+130,787
2921
$10.4M ﹤0.01%
1,035,842
+771,918
2922
$10.4M ﹤0.01%
291,238
-47,500
2923
$10.4M ﹤0.01%
139,742
+45,609
2924
$10.4M ﹤0.01%
268,837
-70,540
2925
$10.4M ﹤0.01%
281,012
-7,728
115 116
117
118 119