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
1026
$79.6M 0.01%
8,642,067
+10,845
1027
$79.4M 0.01%
9,015,621
-774,059
1028
$79.3M 0.01%
1,103,936
-2,491
1029
$79.1M 0.01%
227,575
+25,196
1030
$79M 0.01%
1,257,017
-37,078
1031
$78.9M 0.01%
66,175
-1,235
1032
$78.9M 0.01%
1,735,938
-992,451
1033
$78.7M 0.01%
1,190,997
-40,032
1034
$78.3M 0.01%
712,496
+76,112
1035
$78.2M 0.01%
1,440,647
+59,404
1036
$78.1M 0.01%
2,938,077
+8,070
1037
$78.1M 0.01%
963,996
-86,965
1038
$77.9M 0.01%
3,685,074
-515,458
1039
$77.9M 0.01%
515,530
+178,505
1040
$77.7M 0.01%
865,954
-189,098
1041
$77.6M 0.01%
1,773,490
-1,213,989
1042
$77.5M 0.01%
2,708,341
-107,981
1043
$77.5M 0.01%
19,434
-270
1044
$77.4M 0.01%
535,102
-71,146
1045
$77.3M 0.01%
775,466
-15,396
1046
$77M 0.01%
10,954,810
+1,179,896
1047
$76.5M 0.01%
1,265,718
-64,938
1048
$76.4M 0.01%
3,060,335
-156,305
1049
$76M 0.01%
921,646
-69,299
1050
$75.9M 0.01%
6,048,026
-573,871
40 41
42
43 44