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
2951
$10.2M ﹤0.01%
107,408
+8,215
2952
$10.2M ﹤0.01%
1,268,871
-122,732
2953
$10.2M ﹤0.01%
614,146
-131,020
2954
$10.2M ﹤0.01%
416,819
-1,799
2955
$10.2M ﹤0.01%
321,500
+143,530
2956
$10.2M ﹤0.01%
1,023,814
-310,646
2957
$10.2M ﹤0.01%
1,114,288
+135,433
2958
$10.2M ﹤0.01%
168,857
+102,223
2959
$10.1M ﹤0.01%
1,224,122
+290,603
2960
$10.1M ﹤0.01%
361,278
+83,655
2961
$10.1M ﹤0.01%
152,403
+10,350
2962
$10.1M ﹤0.01%
166,499
-186,083
2963
$10.1M ﹤0.01%
300,176
-35,126
2964
$10.1M ﹤0.01%
1,448,675
-677,154
2965
$10.1M ﹤0.01%
709,849
-95,135
2966
$10M ﹤0.01%
390,050
-47,109
2967
$10M ﹤0.01%
605,574
-214,144
2968
$10M ﹤0.01%
1,048,000
-402,057
2969
$10M ﹤0.01%
2,072,800
+90,880
2970
$10M ﹤0.01%
140,658
+11,173
2971
$10M ﹤0.01%
169,854
+38,662
2972
$10M ﹤0.01%
585,690
+18,316
2973
$10M ﹤0.01%
213,855
-18,872
2974
$10M ﹤0.01%
173,764
-6,551
2975
$9.97M ﹤0.01%
1,099,554
+3,513
117 118
119
120 121