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
1126
$66.9M 0.01%
649,625
-920,666
1127
$66.3M 0.01%
1,105,785
+182,823
1128
$66.3M 0.01%
2,772,533
-689,537
1129
$66.1M 0.01%
969,527
-245,334
1130
$66.1M 0.01%
187,113
+43,735
1131
$66M 0.01%
4,211,246
-727,598
1132
$65.9M 0.01%
876,509
-181,204
1133
$65.9M 0.01%
1,778,915
-12,137
1134
$65.8M 0.01%
1,156,961
+57,437
1135
$65.8M 0.01%
785,209
-18,105
1136
$65.8M 0.01%
3,298,217
+176,472
1137
$65.8M 0.01%
973,178
-33,604
1138
$65.5M 0.01%
4,294,382
+737,848
1139
$65.5M 0.01%
1,583,630
+89,353
1140
$65.4M 0.01%
2,564,738
-48,664
1141
$65M 0.01%
761,873
+93,200
1142
$64.9M 0.01%
1,311,588
-595,642
1143
$64.8M 0.01%
731,301
+38,540
1144
$64.5M 0.01%
5,914,677
+739,059
1145
$64.5M 0.01%
1,886,893
-183,488
1146
$64.4M 0.01%
1,368,753
-15,363
1147
$64.3M 0.01%
6,551,422
-364,556
1148
$64.3M 0.01%
288,888
+105,872
1149
$63.7M 0.01%
568,944
+47,423
1150
$63.6M 0.01%
2,237,017
+258,086
44 45
46
47 48