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
2976
$9.96M ﹤0.01%
294,598
-22,506
2977
$9.96M ﹤0.01%
228,152
-20,955
2978
$9.94M ﹤0.01%
233,967
+30,145
2979
$9.94M ﹤0.01%
915,568
+53,818
2980
$9.92M ﹤0.01%
130,460
-36,516
2981
$9.91M ﹤0.01%
285,929
+4,411
2982
$9.91M ﹤0.01%
270,624
+16,933
2983
$9.89M ﹤0.01%
472,041
+59,361
2984
$9.88M ﹤0.01%
607,421
+63,736
2985
$9.87M ﹤0.01%
822,693
-124,295
2986
$9.84M ﹤0.01%
1,533,189
-378,292
2987
$9.83M ﹤0.01%
740,438
+134,404
2988
$9.82M ﹤0.01%
898,601
-194,950
2989
$9.81M ﹤0.01%
551,179
-26,369
2990
$9.79M ﹤0.01%
239,978
+87,013
2991
$9.78M ﹤0.01%
305,360
-118,738
2992
$9.77M ﹤0.01%
411,895
-54,702
2993
$9.77M ﹤0.01%
92,147
+15,487
2994
$9.77M ﹤0.01%
136,436
+22,697
2995
$9.77M ﹤0.01%
317,484
+20,252
2996
$9.76M ﹤0.01%
656,983
-4,785
2997
$9.74M ﹤0.01%
531,914
+16,173
2998
$9.73M ﹤0.01%
846,092
-4,692
2999
$9.72M ﹤0.01%
171,225
+90,266
3000
$9.71M ﹤0.01%
1,200,302
+21,346
118 119
120
121 122