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
1401
$45M 0.01%
1,934,335
+114,648
1402
$44.9M 0.01%
5,334,593
+1,694,285
1403
$44.8M 0.01%
1,441,284
-51,100
1404
$44.8M 0.01%
7,320,727
-5,507,822
1405
$44.8M 0.01%
1,803,633
+253,805
1406
$44.7M 0.01%
1,478,811
+34,617
1407
$44.7M 0.01%
619,445
+69,787
1408
$44.5M 0.01%
3,381,134
+268,220
1409
$44.4M 0.01%
926,470
+32,652
1410
$44.4M 0.01%
346,261
-60,330
1411
$44.4M 0.01%
435,577
-194,740
1412
$44.3M 0.01%
903,903
+242,657
1413
$44.2M 0.01%
774,874
+57,121
1414
$44.2M 0.01%
1,145,200
+65,810
1415
$44.2M 0.01%
1,102,319
+102,677
1416
$44.1M 0.01%
4,259,979
-119,549
1417
$44.1M 0.01%
4,533,071
+103,200
1418
$44.1M 0.01%
2,021,795
+567,045
1419
$44M 0.01%
1,493,840
-142,145
1420
$44M 0.01%
679,588
-237,565
1421
$44M 0.01%
3,634,912
+322,421
1422
$43.9M 0.01%
2,757,309
+89,172
1423
$43.9M 0.01%
1,019,929
-163,007
1424
$43.8M 0.01%
1,412,423
-53,075
1425
$43.8M 0.01%
891,872
-183,644
55 56
57
58 59