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
1301
$51.1M 0.01%
811,627
-19,164
1302
$50.9M 0.01%
1,463,182
-116,242
1303
$50.7M 0.01%
1,629,535
+294,459
1304
$50.7M 0.01%
766,754
-58,440
1305
$50.7M 0.01%
2,227,989
+1,028,029
1306
$50.6M 0.01%
411,858
-66,022
1307
$50.6M 0.01%
238,398
-2,825
1308
$50.5M 0.01%
1,247,850
-189,375
1309
$50.4M 0.01%
4,343,709
-37,139
1310
$50.3M 0.01%
2,371,270
-177,160
1311
$50.2M 0.01%
3,071,113
-48,959
1312
$50.2M 0.01%
2,400,203
-9,695
1313
$50.1M 0.01%
718,342
+24,454
1314
$50.1M 0.01%
2,441,149
+162,775
1315
$50.1M 0.01%
1,541,136
+112,580
1316
$49.8M 0.01%
1,345,842
-9,917
1317
$49.6M 0.01%
2,356,019
+86,234
1318
$49.5M 0.01%
2,084,392
+9,721
1319
$49.5M 0.01%
1,608,720
+1,050,775
1320
$49.4M 0.01%
1,810,667
-546,523
1321
$49.4M 0.01%
2,470,236
-162,613
1322
$49.4M 0.01%
563,205
-3,002
1323
$49.4M 0.01%
2,531,517
+1,010,998
1324
$49.3M 0.01%
1,157,880
+119,430
1325
$49.3M 0.01%
1,503,102
-120,897
51 52
53
54 55