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
3026
$9.47M ﹤0.01%
382,180
+382,080
3027
$9.46M ﹤0.01%
148,788
-36,320
3028
$9.42M ﹤0.01%
716,691
+42,675
3029
$9.42M ﹤0.01%
181,674
-63,200
3030
$9.42M ﹤0.01%
31,317
+6,469
3031
$9.4M ﹤0.01%
285,309
-27,341
3032
$9.39M ﹤0.01%
440,428
-559
3033
$9.38M ﹤0.01%
301,246
+63,279
3034
$9.38M ﹤0.01%
880,234
-115,539
3035
$9.36M ﹤0.01%
921,599
-49,655
3036
$9.36M ﹤0.01%
399,909
-71,921
3037
$9.34M ﹤0.01%
607,907
+42,478
3038
$9.34M ﹤0.01%
1,506,152
+104,732
3039
$9.32M ﹤0.01%
684,421
-907,066
3040
$9.31M ﹤0.01%
202,699
+20,440
3041
$9.3M ﹤0.01%
428,944
+64,700
3042
$9.3M ﹤0.01%
312,144
-42,160
3043
$9.3M ﹤0.01%
3,344,467
+1,184,659
3044
$9.28M ﹤0.01%
399,343
+119,436
3045
$9.26M ﹤0.01%
936,013
-12,300
3046
$9.26M ﹤0.01%
320,472
-127,337
3047
$9.25M ﹤0.01%
430,391
+9,635
3048
$9.25M ﹤0.01%
215,619
+46,984
3049
$9.24M ﹤0.01%
203,086
+4,108
3050
$9.24M ﹤0.01%
353,061
-230,635
120 121
122
123 124