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
1726
$31.3M ﹤0.01%
779,019
+109,463
1727
$31.3M ﹤0.01%
4,374,954
-85,851
1728
$31.2M ﹤0.01%
934,408
+137,477
1729
$31.2M ﹤0.01%
626,308
-83,394
1730
$31.2M ﹤0.01%
411,787
+5,217
1731
$31.1M ﹤0.01%
3,209,939
+94,474
1732
$31.1M ﹤0.01%
475,462
-152,187
1733
$31.1M ﹤0.01%
655,116
+17,765
1734
$31.1M ﹤0.01%
113,959
+10,220
1735
$31.1M ﹤0.01%
1,107,139
-183,779
1736
$31.1M ﹤0.01%
640,966
-50,244
1737
$31M ﹤0.01%
412,288
-4,944
1738
$31M ﹤0.01%
597,343
-52,275
1739
$31M ﹤0.01%
1,099,079
-170,122
1740
$31M ﹤0.01%
2,839,225
+931,337
1741
$31M ﹤0.01%
607,860
+19,350
1742
$30.9M ﹤0.01%
6,200,860
-226,691
1743
$30.9M ﹤0.01%
1,853,823
-273,948
1744
$30.9M ﹤0.01%
284,981
+132,834
1745
$30.8M ﹤0.01%
409,086
-21,307
1746
$30.8M ﹤0.01%
696,538
-41,439
1747
$30.8M ﹤0.01%
+5,058,536
1748
$30.8M ﹤0.01%
275,251
+38,916
1749
$30.7M ﹤0.01%
203,900
+91,244
1750
$30.7M ﹤0.01%
1,369,721
-254,548
68 69
70
71 72