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
3076
$9.03M ﹤0.01%
715,266
+624,322
3077
$9.01M ﹤0.01%
572,206
+25,311
3078
$9.01M ﹤0.01%
2,495,455
-627,319
3079
$9M ﹤0.01%
73,626
-19
3080
$9M ﹤0.01%
1,109,362
+45,752
3081
$8.99M ﹤0.01%
185,608
-166,883
3082
$8.97M ﹤0.01%
301,365
-78,602
3083
$8.97M ﹤0.01%
166,422
+641
3084
$8.93M ﹤0.01%
1,469,057
-89,330
3085
$8.92M ﹤0.01%
1,448,824
-2,162,916
3086
$8.91M ﹤0.01%
1,620,491
+994,091
3087
$8.91M ﹤0.01%
379,548
+78,132
3088
$8.91M ﹤0.01%
883,155
+45,068
3089
$8.9M ﹤0.01%
1,305,723
+243,093
3090
$8.89M ﹤0.01%
306,695
+1,856
3091
$8.89M ﹤0.01%
1,036,115
-185,347
3092
$8.88M ﹤0.01%
155,980
+3,572
3093
$8.87M ﹤0.01%
608,003
+54,795
3094
$8.85M ﹤0.01%
789,404
-34,723
3095
$8.83M ﹤0.01%
338,803
+2,111
3096
$8.81M ﹤0.01%
62,612
-12,436
3097
$8.81M ﹤0.01%
1,202,272
-68,076
3098
$8.79M ﹤0.01%
166,377
+25,628
3099
$8.78M ﹤0.01%
249,918
-46,205
3100
$8.77M ﹤0.01%
262,345
-44,379
122 123
124
125 126