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
1501
$39.9M 0.01%
2,544,781
+104,160
1502
$39.8M 0.01%
957,957
+117,631
1503
$39.8M 0.01%
1,397,057
+230,706
1504
$39.7M 0.01%
1,383,605
+67,873
1505
$39.6M 0.01%
451,341
-14,595
1506
$39.5M 0.01%
611,296
-153,503
1507
$39.5M 0.01%
827,856
+23,868
1508
$39.5M 0.01%
1,299,088
-45,368
1509
$39.3M 0.01%
1,220,132
-234,747
1510
$39.3M 0.01%
904,670
+68,125
1511
$39.3M 0.01%
250,148
+41,406
1512
$39.3M 0.01%
989,190
-94,468
1513
$39.3M 0.01%
454,046
-133,428
1514
$39.2M 0.01%
280,653
-52,255
1515
$39.1M 0.01%
924,163
+40,328
1516
$39.1M 0.01%
7,016,498
-4,110,847
1517
$39M 0.01%
33,228
-1,365
1518
$39M 0.01%
1,357,716
+119,489
1519
$39M 0.01%
887,965
+34,156
1520
$38.9M 0.01%
995,882
+23,382
1521
$38.9M 0.01%
439,704
-17,358
1522
$38.8M 0.01%
1,270,443
-25,847
1523
$38.8M 0.01%
311,999
-12,488
1524
$38.7M 0.01%
186,406
+43,017
1525
$38.7M 0.01%
1,425,909
-4,248
59 60
61
62 63