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
1051
$75.8M 0.01%
+9,699,165
1052
$75.6M 0.01%
90,063
+18,281
1053
$75.5M 0.01%
1,657,367
-92,477
1054
$75.1M 0.01%
1,764,710
+665,872
1055
$75.1M 0.01%
10,515,127
-650,630
1056
$75M 0.01%
2,422,623
+236,487
1057
$74.9M 0.01%
5,677,025
-619,703
1058
$74.8M 0.01%
1,393,761
+93,226
1059
$74.6M 0.01%
2,996,684
+69,463
1060
$74.4M 0.01%
2,601,468
-341,943
1061
$74.3M 0.01%
1,650,795
+449,823
1062
$74.3M 0.01%
776,735
-286,456
1063
$74.2M 0.01%
1,110,422
+23,993
1064
$74M 0.01%
893,596
+4,970
1065
$73.7M 0.01%
1,093,735
+34,216
1066
$73.5M 0.01%
2,647,098
+154,802
1067
$73.5M 0.01%
1,549,969
+131,267
1068
$73.4M 0.01%
1,324,899
-327,400
1069
$73.3M 0.01%
22,630,837
-2,565,948
1070
$73.1M 0.01%
2,242,778
-442,011
1071
$73.1M 0.01%
216,568
-9,405
1072
$73.1M 0.01%
634,431
+534,013
1073
$72.9M 0.01%
990,414
+418,343
1074
$72.7M 0.01%
2,584,594
+818,324
1075
$72.6M 0.01%
1,607,869
-150,427
41 42
43
44 45