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
1626
$34.4M ﹤0.01%
4,700,731
-118,898
1627
$34.4M ﹤0.01%
7,595,686
+994,379
1628
$34.4M ﹤0.01%
1,369,220
+414,470
1629
$34.4M ﹤0.01%
1,570,331
-711,592
1630
$34.4M ﹤0.01%
405,005
+37,864
1631
$34.4M ﹤0.01%
1,520,286
-141,589
1632
$34.3M ﹤0.01%
759,067
-298,869
1633
$34.3M ﹤0.01%
827,032
-34,882
1634
$34.2M ﹤0.01%
1,490,057
-184,314
1635
$34.2M ﹤0.01%
7,012,136
-1,008,389
1636
$34.2M ﹤0.01%
864,041
+4,677
1637
$34.2M ﹤0.01%
943,018
-1,714
1638
$34.1M ﹤0.01%
244,946
+72,695
1639
$34.1M ﹤0.01%
1,060,467
+141,847
1640
$34.1M ﹤0.01%
2,070,601
-230,584
1641
$34.1M ﹤0.01%
1,765,704
-23,275
1642
$34M ﹤0.01%
474,476
-604,769
1643
$34M ﹤0.01%
1,164,940
-175,678
1644
$34M ﹤0.01%
1,410,074
-67,940
1645
$34M ﹤0.01%
815,743
+116,156
1646
$34M ﹤0.01%
776,846
-89,422
1647
$34M ﹤0.01%
2,501,902
-1,085,008
1648
$33.9M ﹤0.01%
1,378,293
+35,328
1649
$33.9M ﹤0.01%
4,992,134
-684,126
1650
$33.9M ﹤0.01%
864,170
-40,356
64 65
66
67 68