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
1076
$72.4M 0.01%
3,263,871
+9,468
1077
$72.3M 0.01%
3,165,389
+280,956
1078
$72.2M 0.01%
3,583,627
+101,723
1079
$72.1M 0.01%
1,210,251
-127,788
1080
$71.9M 0.01%
1,769,075
+210,166
1081
$71.7M 0.01%
1,911,286
-129,415
1082
$71.7M 0.01%
1,086,016
+51,928
1083
$71.5M 0.01%
3,413,050
-565
1084
$71.3M 0.01%
1,014,119
-28,660
1085
$71.1M 0.01%
1,781,048
+71,337
1086
$71.1M 0.01%
2,410,484
+63,315
1087
$71M 0.01%
1,681,402
+224,083
1088
$71M 0.01%
1,204,630
-176,874
1089
$71M 0.01%
934,213
-94,125
1090
$70.8M 0.01%
3,026,299
+22,516
1091
$70.7M 0.01%
12,141,842
+5,273
1092
$70.6M 0.01%
1,360,261
-287,604
1093
$70.5M 0.01%
2,003,658
-322,396
1094
$70.4M 0.01%
5,069,750
+1,456,048
1095
$70.4M 0.01%
5,945,342
+1,265,863
1096
$70.3M 0.01%
992,180
+16,723
1097
$70.2M 0.01%
1,444,514
+180,103
1098
$70.1M 0.01%
2,549,418
-261,973
1099
$70.1M 0.01%
841,235
-101,725
1100
$70M 0.01%
13,695,463
+39,922
42 43
44
45 46