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
1226
$57.3M 0.01%
1,364,281
-20,496
1227
$57M 0.01%
7,039,751
-102,563
1228
$57M 0.01%
536,778
+49,503
1229
$56.9M 0.01%
2,210,672
-251,797
1230
$56.9M 0.01%
1,140,920
-163,848
1231
$56.8M 0.01%
496,664
-4,231
1232
$56.8M 0.01%
5,424,950
+426,130
1233
$56.8M 0.01%
2,307,337
+208,304
1234
$56.8M 0.01%
5,473,052
-699,713
1235
$56.7M 0.01%
6,675,273
-516,988
1236
$56.7M 0.01%
614,985
+12,646
1237
$56.7M 0.01%
632,008
+84,909
1238
$56.5M 0.01%
766,241
-1,052
1239
$56.5M 0.01%
70,895
+15,033
1240
$56.5M 0.01%
3,042,015
+2,632,951
1241
$56.5M 0.01%
9,793,538
-1,207,118
1242
$56M 0.01%
694,190
+12,632
1243
$55.9M 0.01%
1,074,954
-49,363
1244
$55.7M 0.01%
230,416
+113,560
1245
$55.6M 0.01%
524,576
+123,036
1246
$55.6M 0.01%
949,372
-335,728
1247
$55.5M 0.01%
1,246,232
-87,397
1248
$55.4M 0.01%
2,194,685
-331,027
1249
$55.4M 0.01%
216,970
+49,371
1250
$55.4M 0.01%
5,307,471
-222,130
48 49
50
51 52