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
1276
$52.7M 0.01%
1,511,167
-147,362
1277
$52.7M 0.01%
672,434
-121,417
1278
$52.5M 0.01%
983,571
-204,683
1279
$52.5M 0.01%
22,271,822
+5,113,326
1280
$52.4M 0.01%
929,722
-194,628
1281
$52.3M 0.01%
635,314
+59,222
1282
$52.2M 0.01%
2,808,425
+483,422
1283
$52.2M 0.01%
1,561,021
+158,314
1284
$52.1M 0.01%
5,159,913
-1,035,704
1285
$52.1M 0.01%
5,456,820
-225,349
1286
$52M 0.01%
1,137,080
+86,213
1287
$51.9M 0.01%
2,450,646
-29,680
1288
$51.8M 0.01%
807,579
+34,646
1289
$51.8M 0.01%
596,187
-64,389
1290
$51.8M 0.01%
695,569
+307,389
1291
$51.7M 0.01%
710,570
-158,448
1292
$51.6M 0.01%
1,595,180
+28,876
1293
$51.4M 0.01%
864,202
+95,669
1294
$51.4M 0.01%
2,974,306
-11,073
1295
$51.3M 0.01%
355,576
-47,447
1296
$51.3M 0.01%
1,095,226
+106,944
1297
$51.2M 0.01%
2,709,988
+1,221,196
1298
$51.2M 0.01%
489,380
+8,450
1299
$51.2M 0.01%
1,945,433
+65,163
1300
$51.1M 0.01%
705,144
+338,104
50 51
52
53 54