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
1326
$49.3M 0.01%
263,564
+39,307
1327
$49.2M 0.01%
384,127
+9,860
1328
$49.1M 0.01%
538,457
-28,277
1329
$49.1M 0.01%
22,206,506
-150,871
1330
$48.9M 0.01%
3,386,802
+100,571
1331
$48.9M 0.01%
1,420,374
-126,139
1332
$48.8M 0.01%
1,847,264
+1,132,215
1333
$48.6M 0.01%
5,476,643
-753,586
1334
$48.6M 0.01%
3,029,611
+833,099
1335
$48.5M 0.01%
1,353,556
+290,971
1336
$48.4M 0.01%
537,087
-166,595
1337
$48.4M 0.01%
510,763
+104,751
1338
$48.2M 0.01%
827,830
-17,998
1339
$48.1M 0.01%
615,336
+194,289
1340
$48.1M 0.01%
1,412,242
+611,915
1341
$48.1M 0.01%
926,919
+290,715
1342
$48.1M 0.01%
1,255,923
+405,118
1343
$48M 0.01%
891,416
-16,047
1344
$47.9M 0.01%
508,257
+156,205
1345
$47.9M 0.01%
1,912,080
-568,278
1346
$47.8M 0.01%
2,787,356
+522,685
1347
$47.8M 0.01%
2,311,363
-2,954,703
1348
$47.8M 0.01%
3,385,041
+581,766
1349
$47.8M 0.01%
1,189,538
+57,265
1350
$47.5M 0.01%
3,143,712
+393,393
52 53
54
55 56