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
1351
$47.4M 0.01%
693,088
+47,509
1352
$47.2M 0.01%
1,176,574
+274,786
1353
$47.2M 0.01%
1,648,750
-155,700
1354
$47.2M 0.01%
2,481,941
-421,279
1355
$47.2M 0.01%
3,495,765
+25,011
1356
$47M 0.01%
5,828,504
-42,419
1357
$46.9M 0.01%
1,060,988
-46,659
1358
$46.9M 0.01%
3,433,445
+425,570
1359
$46.9M 0.01%
916,423
-490,986
1360
$46.9M 0.01%
1,046,858
+20,495
1361
$46.8M 0.01%
3,382,774
+530,865
1362
$46.8M 0.01%
510,217
+67,088
1363
$46.7M 0.01%
1,809,968
+190,239
1364
$46.7M 0.01%
2,276,440
+325,795
1365
$46.7M 0.01%
6,707,776
+1,288,371
1366
$46.6M 0.01%
21,100,054
+6,423,707
1367
$46.6M 0.01%
10,916,543
+1,144,045
1368
$46.6M 0.01%
2,014,813
+233,574
1369
$46.6M 0.01%
7,660,872
+5,599,783
1370
$46.5M 0.01%
216,579
-39,686
1371
$46.5M 0.01%
10,439,823
+1,704,254
1372
$46.5M 0.01%
2,096,403
-572,869
1373
$46.4M 0.01%
330,768
+95,685
1374
$46.4M 0.01%
1,099,871
+86,341
1375
$46.4M 0.01%
485,220
-636,308
53 54
55
56 57