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
1576
$36.4M 0.01%
528,704
-203,271
1577
$36.3M ﹤0.01%
1,950,902
+475,965
1578
$36.3M ﹤0.01%
1,643,576
-786,898
1579
$36.3M ﹤0.01%
765,425
-126,969
1580
$36.2M ﹤0.01%
626,896
-291,462
1581
$36.2M ﹤0.01%
860,688
+13,367
1582
$36.1M ﹤0.01%
1,414,275
-289,562
1583
$36.1M ﹤0.01%
1,502,012
-11,079
1584
$36M ﹤0.01%
1,418,501
-308,912
1585
$35.9M ﹤0.01%
1,208,156
+216,844
1586
$35.8M ﹤0.01%
1,002,519
+195,211
1587
$35.8M ﹤0.01%
1,243,098
-142,157
1588
$35.8M ﹤0.01%
1,857,779
-24,874
1589
$35.8M ﹤0.01%
137,012
+3,454
1590
$35.7M ﹤0.01%
1,215,304
+50,210
1591
$35.7M ﹤0.01%
1,224,035
-4,075
1592
$35.7M ﹤0.01%
892,626
-9,508
1593
$35.7M ﹤0.01%
2,276,348
+1,422,334
1594
$35.6M ﹤0.01%
441,774
-11,083
1595
$35.6M ﹤0.01%
11,828,324
+3,819,451
1596
$35.6M ﹤0.01%
2,160,207
+386,353
1597
$35.5M ﹤0.01%
1,208,661
+772,914
1598
$35.5M ﹤0.01%
1,543,116
-1,467,535
1599
$35.5M ﹤0.01%
1,429,339
+274,104
1600
$35.5M ﹤0.01%
867,480
-128,172
62 63
64
65 66