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
1426
$43.8M 0.01%
1,741,775
-279,872
1427
$43.8M 0.01%
396,267
-21,439
1428
$43.7M 0.01%
1,879,674
-2,244
1429
$43.7M 0.01%
2,239,278
+201,690
1430
$43.7M 0.01%
965,715
-9,852
1431
$43.6M 0.01%
215,151
-18,282
1432
$43.5M 0.01%
2,528,480
-101,678
1433
$43.5M 0.01%
1,226,941
-132,758
1434
$43.5M 0.01%
944,225
+4,764
1435
$43.5M 0.01%
2,883,224
-47,514
1436
$43.3M 0.01%
3,711,618
-585,866
1437
$43.2M 0.01%
1,633,133
-333,124
1438
$43.2M 0.01%
3,105,306
-1,157,439
1439
$43.1M 0.01%
1,122,245
-42,865
1440
$43.1M 0.01%
3,426,233
+411,812
1441
$43.1M 0.01%
756,215
-28,613
1442
$43M 0.01%
609,270
+320,948
1443
$42.9M 0.01%
1,202,052
-445,755
1444
$42.8M 0.01%
450,821
+87,509
1445
$42.7M 0.01%
500,571
-41,329
1446
$42.7M 0.01%
1,019,111
+7,841
1447
$42.6M 0.01%
18,360,365
+2,734,709
1448
$42.5M 0.01%
751,828
-94,998
1449
$42.5M 0.01%
3,955,866
+475,423
1450
$42.5M 0.01%
1,003,225
+137,073
56 57
58
59 60