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
1526
$38.6M 0.01%
1,059,070
+265,956
1527
$38.6M 0.01%
1,147,741
+701,246
1528
$38.5M 0.01%
2,273,555
+164,993
1529
$38.5M 0.01%
602,513
+129,071
1530
$38.5M 0.01%
405,015
-31,552
1531
$38.4M 0.01%
473,083
+43,428
1532
$38.4M 0.01%
1,020,237
-39,671
1533
$38.4M 0.01%
1,016,395
+10,891
1534
$38.3M 0.01%
3,319,060
-125,710
1535
$38.3M 0.01%
585,844
+18,386
1536
$38.3M 0.01%
911,412
-127,252
1537
$38.3M 0.01%
3,696,281
-328,420
1538
$38.2M 0.01%
1,024,730
+353,566
1539
$38.2M 0.01%
4,541,945
-5,591,183
1540
$38.1M 0.01%
1,115,791
-34,060
1541
$38.1M 0.01%
8,464,353
-182,228
1542
$38M 0.01%
961,677
+8,030
1543
$38M 0.01%
1,102,116
+120,936
1544
$38M 0.01%
3,058,471
-2,852,123
1545
$37.9M 0.01%
4,127,533
-138,181
1546
$37.7M 0.01%
2,907,935
-1,540,337
1547
$37.7M 0.01%
4,221,573
+46,736
1548
$37.6M 0.01%
174,471
+27,946
1549
$37.5M 0.01%
725,607
-64,413
1550
$37.5M 0.01%
558,318
-12,178
60 61
62
63 64