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
1451
$42.3M 0.01%
1,429,866
+642,067
1452
$42.3M 0.01%
2,081,788
-184,049
1453
$42.2M 0.01%
336,000
+136,894
1454
$42.2M 0.01%
1,044,419
+120,882
1455
$42.2M 0.01%
295,477
+68,438
1456
$42M 0.01%
644,219
+75,283
1457
$41.9M 0.01%
3,476,237
-880,774
1458
$41.8M 0.01%
2,087,063
-710,013
1459
$41.8M 0.01%
421,762
+3,633
1460
$41.7M 0.01%
462,291
+33,544
1461
$41.7M 0.01%
502,123
-74,979
1462
$41.7M 0.01%
865,159
-350,200
1463
$41.7M 0.01%
553,099
-3,474
1464
$41.7M 0.01%
2,235,549
+180,444
1465
$41.7M 0.01%
1,726,647
-12,842
1466
$41.6M 0.01%
553,319
-35,058
1467
$41.5M 0.01%
846,208
+125,837
1468
$41.5M 0.01%
2,082,476
-225,166
1469
$41.5M 0.01%
1,293,105
-73,911
1470
$41.4M 0.01%
677,724
+12,544
1471
$41.3M 0.01%
170,569
-63,811
1472
$41.2M 0.01%
1,672,032
+124,741
1473
$41.1M 0.01%
11,059,795
-1,632,966
1474
$41.1M 0.01%
2,503,297
+246,172
1475
$41M 0.01%
355,159
+61,629
57 58
59
60 61