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
3126
$8.46M ﹤0.01%
253,708
-53,820
3127
$8.46M ﹤0.01%
381,962
+14,144
3128
$8.45M ﹤0.01%
902,671
-55,353
3129
$8.45M ﹤0.01%
285,684
+27,051
3130
$8.44M ﹤0.01%
67,011
+599
3131
$8.43M ﹤0.01%
185,430
-32,608
3132
$8.43M ﹤0.01%
536,762
-39,463
3133
$8.43M ﹤0.01%
565,119
+287,972
3134
$8.4M ﹤0.01%
881,255
+62,326
3135
$8.39M ﹤0.01%
1,119,663
-1,519,668
3136
$8.36M ﹤0.01%
440,496
-213,844
3137
$8.36M ﹤0.01%
478,853
-51,908
3138
$8.34M ﹤0.01%
1,478,702
+54,956
3139
$8.34M ﹤0.01%
467,496
-53,041
3140
$8.33M ﹤0.01%
152,497
-30,755
3141
$8.32M ﹤0.01%
419,120
-309,972
3142
$8.31M ﹤0.01%
69,839
-68,757
3143
$8.31M ﹤0.01%
687,440
-90,062
3144
$8.3M ﹤0.01%
230,769
-97,637
3145
$8.28M ﹤0.01%
749,311
+81,682
3146
$8.28M ﹤0.01%
146,331
+13,091
3147
$8.28M ﹤0.01%
104,461
-1,739
3148
$8.27M ﹤0.01%
186,892
-405,485
3149
$8.21M ﹤0.01%
448,010
+90,634
3150
$8.2M ﹤0.01%
120,529
-7,979
124 125
126
127 128