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
1151
$63.6M 0.01%
903,968
-46,678
1152
$63.5M 0.01%
3,065,420
+10,563
1153
$63.5M 0.01%
508,343
-20,770
1154
$63.4M 0.01%
531,381
-48,754
1155
$63.2M 0.01%
1,769,432
-33,333
1156
$63.2M 0.01%
960,683
-38,520
1157
$62.8M 0.01%
2,261,880
-797,935
1158
$62.5M 0.01%
1,802,190
-34,825
1159
$62.3M 0.01%
1,990,086
+52,173
1160
$62.3M 0.01%
4,276,324
+230,220
1161
$62.2M 0.01%
2,906,185
-1,459,469
1162
$62.2M 0.01%
1,502,888
-195,703
1163
$62.1M 0.01%
1,216,350
+113,920
1164
$62.1M 0.01%
1,112,293
-3,788
1165
$62M 0.01%
1,446,786
+78,774
1166
$62M 0.01%
5,172,071
1167
$61.8M 0.01%
335,239
-148,497
1168
$61.5M 0.01%
828,116
+37,812
1169
$61.4M 0.01%
250,016
-24,751
1170
$61.4M 0.01%
2,122,181
+439,051
1171
$61.3M 0.01%
3,597,148
-72,046
1172
$61.2M 0.01%
274,908
-121,810
1173
$61.2M 0.01%
1,444,402
+232,689
1174
$61.1M 0.01%
1,172,604
+389,952
1175
$61.1M 0.01%
1,036,783
-1,422,407
45 46
47
48 49