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
3151
$8.19M ﹤0.01%
671,537
-71,804
3152
$8.19M ﹤0.01%
1,035,287
+45,625
3153
$8.19M ﹤0.01%
2,072,031
+115,036
3154
$8.18M ﹤0.01%
179,645
+7,304
3155
$8.18M ﹤0.01%
2,485,156
-185,896
3156
$8.17M ﹤0.01%
1,195,771
-5,432
3157
$8.16M ﹤0.01%
658,669
-47,052
3158
$8.14M ﹤0.01%
110,654
-5,833
3159
$8.13M ﹤0.01%
369,830
+3,660
3160
$8.13M ﹤0.01%
168,170
-89,021
3161
$8.13M ﹤0.01%
576,255
-30,503
3162
$8.12M ﹤0.01%
699,637
-96,462
3163
$8.11M ﹤0.01%
100,000
-50,001
3164
$8.11M ﹤0.01%
415,707
+19,230
3165
$8.11M ﹤0.01%
689,246
+269,937
3166
$8.1M ﹤0.01%
869,319
+288,896
3167
$8.1M ﹤0.01%
980,587
+129,937
3168
$8.08M ﹤0.01%
133,919
+9,022
3169
$8.07M ﹤0.01%
254,121
-25,022
3170
$8.06M ﹤0.01%
246,109
-161,028
3171
$8.05M ﹤0.01%
541,325
-50,900
3172
$8.04M ﹤0.01%
330,201
-2,525
3173
$8.04M ﹤0.01%
258,062
+93,198
3174
$8.04M ﹤0.01%
371,100
+109,447
3175
$8.03M ﹤0.01%
302,724
-7,624
125 126
127
128 129