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
1001
$83.7M 0.01%
1,372,769
-96,416
1002
$83.4M 0.01%
2,517,863
-67,334
1003
$83.2M 0.01%
1,806,042
-67,182
1004
$83.2M 0.01%
3,077,231
-285,953
1005
$82.9M 0.01%
2,847,226
+1,123,321
1006
$82.8M 0.01%
10,375,180
+650,482
1007
$82.7M 0.01%
3,278,181
+100,549
1008
$82.6M 0.01%
2,903,077
1009
$82.4M 0.01%
701,765
+129,905
1010
$82.2M 0.01%
3,120,800
-223,428
1011
$82.2M 0.01%
1,136,417
-119,478
1012
$82.2M 0.01%
471,182
-41,636
1013
$81.8M 0.01%
981,315
-3,998
1014
$81.7M 0.01%
4,511,649
+852,675
1015
$81.6M 0.01%
618,215
-5,163
1016
$81.5M 0.01%
2,338,594
+386,599
1017
$81.5M 0.01%
2,720,594
-158,581
1018
$81.1M 0.01%
948,526
-28,404
1019
$80.9M 0.01%
3,098,763
-601,734
1020
$80.9M 0.01%
3,761,074
+307,263
1021
$80.8M 0.01%
3,292,445
-127,944
1022
$80.4M 0.01%
510,514
-20,008
1023
$80.4M 0.01%
1,814,187
-251,444
1024
$80.2M 0.01%
311,327
+9,972
1025
$79.9M 0.01%
3,282,201
+291
39 40
41
42 43