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
1551
$37.5M 0.01%
2,242,725
-343,431
1552
$37.5M 0.01%
561,872
+2,092
1553
$37.4M 0.01%
600,662
+56,127
1554
$37.4M 0.01%
462,079
-35,037
1555
$37.3M 0.01%
156,453
+75,428
1556
$37.2M 0.01%
1,773,466
+622,155
1557
$37.2M 0.01%
1,782,589
+347,950
1558
$37.1M 0.01%
4,701,095
+203,522
1559
$37.1M 0.01%
967,222
+34,594
1560
$37.1M 0.01%
4,384,578
-26,351
1561
$37.1M 0.01%
426,219
-174,379
1562
$37M 0.01%
741,576
-24,876
1563
$37M 0.01%
1,471,279
+85,125
1564
$37M 0.01%
4,556,550
-139,855
1565
$36.9M 0.01%
248,391
-31,660
1566
$36.9M 0.01%
2,112,233
-72,305
1567
$36.7M 0.01%
484,411
-65,427
1568
$36.7M 0.01%
745,684
-119,135
1569
$36.6M 0.01%
372,092
-15,223
1570
$36.6M 0.01%
1,534,429
-541,714
1571
$36.5M 0.01%
1,284,268
+89,827
1572
$36.5M 0.01%
814,723
-226,428
1573
$36.5M 0.01%
853,755
+192,993
1574
$36.5M 0.01%
1,008,604
-741,757
1575
$36.5M 0.01%
417,820
+93,500
61 62
63
64 65