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
1376
$46.3M 0.01%
642,053
-4,153
1377
$46.2M 0.01%
403,454
+1,090
1378
$46.2M 0.01%
3,216,197
-214,405
1379
$46.2M 0.01%
1,797,265
-110,150
1380
$46.1M 0.01%
580,183
+51,799
1381
$46M 0.01%
155,859
+59,489
1382
$46M 0.01%
1,779,056
-110,358
1383
$46M 0.01%
2,886,531
-555,943
1384
$45.9M 0.01%
340,627
+65,931
1385
$45.9M 0.01%
1,344,804
+125,819
1386
$45.8M 0.01%
346,738
-66,213
1387
$45.8M 0.01%
317,221
+25,833
1388
$45.8M 0.01%
487,897
-16,198
1389
$45.7M 0.01%
842,577
+97,389
1390
$45.6M 0.01%
7,662,050
-55,154
1391
$45.4M 0.01%
1,269,893
-21,929
1392
$45.3M 0.01%
3,363,934
+697
1393
$45.3M 0.01%
3,623,920
+96,220
1394
$45.3M 0.01%
1,422,911
-378,838
1395
$45.1M 0.01%
657,190
+148,380
1396
$45.1M 0.01%
907,164
+636,279
1397
$45.1M 0.01%
828,806
+105,636
1398
$45.1M 0.01%
338,661
-31,123
1399
$45M 0.01%
361,777
-36,054
1400
$45M 0.01%
716,953
+151,983
54 55
56
57 58