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
1251
$55.3M 0.01%
281,181
-50,606
1252
$55.2M 0.01%
2,179,465
+126,426
1253
$55.2M 0.01%
2,990,364
-619,416
1254
$55.1M 0.01%
1,296,235
-533,794
1255
$55.1M 0.01%
991,400
+453,001
1256
$55.1M 0.01%
2,526,418
+57,320
1257
$55M 0.01%
12,303,182
-1,473,511
1258
$54.9M 0.01%
1,653,135
-168,443
1259
$54.9M 0.01%
1,795,881
+136,234
1260
$54.8M 0.01%
202,955
-57,258
1261
$54.5M 0.01%
723,767
-181,460
1262
$54.3M 0.01%
1,719,453
+58,715
1263
$54.1M 0.01%
4,807,351
-246,378
1264
$54M 0.01%
1,661,557
+359,554
1265
$53.9M 0.01%
2,496,118
+356,998
1266
$53.8M 0.01%
2,705,579
-283,648
1267
$53.6M 0.01%
256,010
-89,313
1268
$53.6M 0.01%
1,948,133
+320,661
1269
$53.5M 0.01%
1,267,432
-75,071
1270
$53.5M 0.01%
1,710,038
+407,759
1271
$53.2M 0.01%
579,846
+145,301
1272
$53.1M 0.01%
501,157
+23,652
1273
$53M 0.01%
420,931
+31,623
1274
$52.9M 0.01%
489,345
-45,897
1275
$52.9M 0.01%
367,259
+26,620
49 50
51
52 53