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
1176
$61.1M 0.01%
1,332,217
+97,240
1177
$61M 0.01%
5,548,539
-237,129
1178
$61M 0.01%
808,201
-773,452
1179
$61M 0.01%
6,023,986
+3,539,731
1180
$60.9M 0.01%
4,888,313
-305,655
1181
$60.8M 0.01%
1,481,049
+9,453
1182
$60.8M 0.01%
1,610,163
-124,940
1183
$60.7M 0.01%
4,736,668
+698,881
1184
$60.6M 0.01%
1,728,828
+388,846
1185
$60.5M 0.01%
851,952
-70,464
1186
$60.3M 0.01%
5,306,120
+818,756
1187
$60.3M 0.01%
320,118
-766
1188
$60.1M 0.01%
5,679,260
-348,481
1189
$60.1M 0.01%
830,518
+71,129
1190
$60M 0.01%
4,623,007
+379,182
1191
$60M 0.01%
4,531,413
+1,544,749
1192
$59.8M 0.01%
1,878,463
-9,404
1193
$59.8M 0.01%
4,218,788
+102,747
1194
$59.6M 0.01%
2,214,290
-127,170
1195
$59.6M 0.01%
242,118
+36,299
1196
$59.5M 0.01%
1,991,276
+957,195
1197
$59.5M 0.01%
756,959
-460,855
1198
$59.3M 0.01%
1,642,888
+611,289
1199
$59.3M 0.01%
918,677
+34,585
1200
$59.2M 0.01%
2,836,413
+1,039,090
46 47
48
49 50