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
1476
$41M 0.01%
615,377
-585,355
1477
$41M 0.01%
3,507,272
-108,811
1478
$40.9M 0.01%
973,360
+86,848
1479
$40.9M 0.01%
2,067,449
+287,413
1480
$40.8M 0.01%
2,067,887
+97,945
1481
$40.7M 0.01%
1,373,327
+568,267
1482
$40.6M 0.01%
1,464,096
-164,399
1483
$40.6M 0.01%
845,492
+4,289
1484
$40.5M 0.01%
870,460
+92,923
1485
$40.4M 0.01%
1,059,710
-27,871
1486
$40.4M 0.01%
555,858
-22,195
1487
$40.4M 0.01%
819,784
+173,357
1488
$40.3M 0.01%
271,722
-57,631
1489
$40.3M 0.01%
1,603,028
+14,330
1490
$40.3M 0.01%
1,080,671
-10,518
1491
$40.3M 0.01%
587,832
-3,243
1492
$40.1M 0.01%
916,438
+84,705
1493
$40.1M 0.01%
981,758
+74,119
1494
$40M 0.01%
913,369
-170,730
1495
$40M 0.01%
4,111,546
+2,317,619
1496
$40M 0.01%
714,832
-6,386
1497
$40M 0.01%
1,943,044
-191,503
1498
$39.9M 0.01%
3,840,855
+312,851
1499
$39.9M 0.01%
2,652,015
-224,564
1500
$39.9M 0.01%
6,516,419
+68,004
58 59
60
61 62