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
1701
$32.1M ﹤0.01%
264,146
-12,082
1702
$32.1M ﹤0.01%
3,810,027
+259,889
1703
$32.1M ﹤0.01%
3,920,247
+588,249
1704
$32.1M ﹤0.01%
1,635,670
+596,195
1705
$32M ﹤0.01%
1,333,461
+31,592
1706
$32M ﹤0.01%
601,169
-112,080
1707
$31.9M ﹤0.01%
536,261
+57,691
1708
$31.9M ﹤0.01%
847,962
+263,169
1709
$31.9M ﹤0.01%
1,531,121
+1,015,531
1710
$31.8M ﹤0.01%
1,459,976
-118,078
1711
$31.8M ﹤0.01%
253,784
+97,487
1712
$31.6M ﹤0.01%
464,630
-391,669
1713
$31.6M ﹤0.01%
474,654
+214,658
1714
$31.6M ﹤0.01%
415,197
-38,761
1715
$31.6M ﹤0.01%
1,871,342
-1,788,488
1716
$31.6M ﹤0.01%
1,233,875
+18,298
1717
$31.5M ﹤0.01%
11,847,021
+535,364
1718
$31.5M ﹤0.01%
4,319,680
+172,700
1719
$31.5M ﹤0.01%
1,173,783
+97,289
1720
$31.5M ﹤0.01%
356,692
-80,728
1721
$31.4M ﹤0.01%
2,090,933
-1,974,007
1722
$31.4M ﹤0.01%
2,438,105
-74,284
1723
$31.4M ﹤0.01%
488,583
-15,630
1724
$31.3M ﹤0.01%
587,228
+143,578
1725
$31.3M ﹤0.01%
2,618,440
+1,587,987
67 68
69
70 71