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
1101
$70M 0.01%
1,815,278
+975,009
1102
$69.6M 0.01%
5,441,044
+599,168
1103
$69.4M 0.01%
6,404,889
+89,963
1104
$69.4M 0.01%
818,515
-225,802
1105
$69.2M 0.01%
1,098,466
-244,052
1106
$69M 0.01%
2,629,675
-294,241
1107
$69M 0.01%
1,112,989
-51,686
1108
$68.9M 0.01%
987,155
+81,721
1109
$68.8M 0.01%
2,573,754
-155,834
1110
$68.8M 0.01%
10,749,231
+484,641
1111
$68.6M 0.01%
2,329,408
+753,952
1112
$68.6M 0.01%
852,153
-57,361
1113
$68.6M 0.01%
2,128,419
+392,521
1114
$68.5M 0.01%
4,849,000
-342,000
1115
$68.4M 0.01%
4,517,451
+499,287
1116
$68.3M 0.01%
1,410,366
-89,739
1117
$68.2M 0.01%
1,201,404
-297,266
1118
$68M 0.01%
9,350,726
-26,466
1119
$67.8M 0.01%
931,765
+287,857
1120
$67.8M 0.01%
1,797,103
+189,697
1121
$67.5M 0.01%
4,929,089
+94,381
1122
$67.4M 0.01%
2,220,523
+388,543
1123
$67.2M 0.01%
2,188,280
-106,640
1124
$67.1M 0.01%
7,242,413
+2,193,051
1125
$66.9M 0.01%
1,197,892
+88,955
43 44
45
46 47