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
3001
$9.71M ﹤0.01%
659,859
-223,148
3002
$9.7M ﹤0.01%
236,544
-9,115
3003
$9.7M ﹤0.01%
298,763
-23,140
3004
$9.7M ﹤0.01%
244,696
-15,273
3005
$9.7M ﹤0.01%
610,941
+231,804
3006
$9.68M ﹤0.01%
1,489,241
-65,599
3007
$9.65M ﹤0.01%
93,368
+1,900
3008
$9.65M ﹤0.01%
558,430
-47,389
3009
$9.61M ﹤0.01%
2,314,548
-3,265
3010
$9.56M ﹤0.01%
496,305
+120,900
3011
$9.55M ﹤0.01%
403,395
+65,129
3012
$9.55M ﹤0.01%
1,293,753
+122,775
3013
$9.54M ﹤0.01%
391,452
-53,540
3014
$9.53M ﹤0.01%
122,506
-10,803
3015
$9.53M ﹤0.01%
395,694
-938
3016
$9.53M ﹤0.01%
134,644
-24,144
3017
$9.52M ﹤0.01%
384,783
+77,783
3018
$9.51M ﹤0.01%
1,285,493
-35,195
3019
$9.51M ﹤0.01%
289,316
+15,281
3020
$9.49M ﹤0.01%
158,042
-164,181
3021
$9.49M ﹤0.01%
259,148
+37,298
3022
$9.48M ﹤0.01%
337,579
-46,658
3023
$9.47M ﹤0.01%
162,876
+3,985
3024
$9.47M ﹤0.01%
259,420
+58,339
3025
$9.47M ﹤0.01%
3,962,500
-267,285
119 120
121
122 123