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
3051
$9.23M ﹤0.01%
65,356
+17,252
3052
$9.22M ﹤0.01%
720,438
+62,019
3053
$9.22M ﹤0.01%
1,008,542
+86,998
3054
$9.2M ﹤0.01%
348,073
-158,675
3055
$9.2M ﹤0.01%
329,462
-10,638
3056
$9.2M ﹤0.01%
209,287
-136,132
3057
$9.2M ﹤0.01%
372,761
-167,173
3058
$9.19M ﹤0.01%
373,068
-212,705
3059
$9.18M ﹤0.01%
213,063
+19,690
3060
$9.15M ﹤0.01%
524,728
+245,735
3061
$9.15M ﹤0.01%
612,074
-33,159
3062
$9.15M ﹤0.01%
442,210
+37,970
3063
$9.15M ﹤0.01%
127,576
-27,999
3064
$9.15M ﹤0.01%
200,350
+350
3065
$9.15M ﹤0.01%
373,268
+21,619
3066
$9.13M ﹤0.01%
139,160
-25,221
3067
$9.12M ﹤0.01%
2,577,181
+1,150,741
3068
$9.12M ﹤0.01%
217,943
+1,446
3069
$9.12M ﹤0.01%
686,388
-86,595
3070
$9.11M ﹤0.01%
223,687
+84,644
3071
$9.1M ﹤0.01%
481,858
+454,753
3072
$9.09M ﹤0.01%
1,175,490
+50,235
3073
$9.06M ﹤0.01%
311,644
+118,872
3074
$9.04M ﹤0.01%
313,480
-33,866
3075
$9.04M ﹤0.01%
328,239
-21,456
121 122
123
124 125