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
3101
$8.77M ﹤0.01%
115,744
+7,026
3102
$8.73M ﹤0.01%
325,187
-114,106
3103
$8.71M ﹤0.01%
301,135
-378,308
3104
$8.68M ﹤0.01%
477,225
+68,800
3105
$8.66M ﹤0.01%
1,483,337
-432,963
3106
$8.66M ﹤0.01%
276,927
-39,170
3107
$8.66M ﹤0.01%
86,915
+3,508
3108
$8.65M ﹤0.01%
51,875
+1,856
3109
$8.64M ﹤0.01%
123,998
-7,567
3110
$8.64M ﹤0.01%
1,021,454
+25,319
3111
$8.64M ﹤0.01%
292,272
+68,384
3112
$8.63M ﹤0.01%
304,686
-10,570
3113
$8.62M ﹤0.01%
247,338
+5,882
3114
$8.6M ﹤0.01%
177,199
+30,779
3115
$8.59M ﹤0.01%
250,935
+10,582
3116
$8.58M ﹤0.01%
285,996
-17,874
3117
$8.57M ﹤0.01%
321,358
-36,418
3118
$8.57M ﹤0.01%
427,609
+4,577
3119
$8.57M ﹤0.01%
874,363
-13,660
3120
$8.56M ﹤0.01%
760,718
-150,188
3121
$8.51M ﹤0.01%
923,351
+790,537
3122
$8.5M ﹤0.01%
260,605
-189,328
3123
$8.5M ﹤0.01%
1,591,696
-146,043
3124
$8.48M ﹤0.01%
138,279
-23,000
3125
$8.48M ﹤0.01%
240,130
-51,422
123 124
125
126 127