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
3176
$8.02M ﹤0.01%
635,864
-231,182
3177
$8.02M ﹤0.01%
147,621
+32,126
3178
$8.01M ﹤0.01%
77,116
-83,607
3179
$8.01M ﹤0.01%
177,964
+36,979
3180
$8.01M ﹤0.01%
120,085
-86,040
3181
$8.01M ﹤0.01%
244,239
-5,270
3182
$7.96M ﹤0.01%
2,123,603
+138,414
3183
$7.96M ﹤0.01%
118,222
+5,286
3184
$7.95M ﹤0.01%
211,524
+81,314
3185
$7.95M ﹤0.01%
141,770
-14,282
3186
$7.94M ﹤0.01%
84,328
-3,697
3187
$7.93M ﹤0.01%
+564,832
3188
$7.92M ﹤0.01%
619,995
+124,039
3189
$7.91M ﹤0.01%
279,531
-136,605
3190
$7.9M ﹤0.01%
507,889
+12,958
3191
$7.9M ﹤0.01%
256,706
+10,815
3192
$7.88M ﹤0.01%
987,413
-154,664
3193
$7.88M ﹤0.01%
297,684
+38,128
3194
$7.87M ﹤0.01%
313,242
+47,030
3195
$7.87M ﹤0.01%
1,354,494
+459,922
3196
$7.86M ﹤0.01%
324,443
-200,301
3197
$7.85M ﹤0.01%
327,752
+318,773
3198
$7.85M ﹤0.01%
662,547
-5,762
3199
$7.85M ﹤0.01%
338,682
-48,533
3200
$7.84M ﹤0.01%
221,803
-24,728
126 127
128
129 130