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
1751
$30.6M ﹤0.01%
1,505,668
+418,356
1752
$30.5M ﹤0.01%
1,012,941
+94,340
1753
$30.5M ﹤0.01%
702,538
-17,578
1754
$30.4M ﹤0.01%
1,478,855
+364,213
1755
$30.4M ﹤0.01%
2,172,001
+520,692
1756
$30.4M ﹤0.01%
23,351
+703
1757
$30.4M ﹤0.01%
186,065
+9,120
1758
$30.4M ﹤0.01%
295,523
-34,785
1759
$30.3M ﹤0.01%
5,502,360
-1,362,300
1760
$30.3M ﹤0.01%
860,547
-138,770
1761
$30.3M ﹤0.01%
2,336,938
+462,150
1762
$30.2M ﹤0.01%
1,629,964
+137,197
1763
$30.1M ﹤0.01%
773,337
-43,542
1764
$30.1M ﹤0.01%
613,051
-85,760
1765
$30.1M ﹤0.01%
2,229,287
-333,527
1766
$30.1M ﹤0.01%
618,865
+3,484
1767
$30.1M ﹤0.01%
610,238
+242,741
1768
$30M ﹤0.01%
525,360
-51,368
1769
$30M ﹤0.01%
2,300,925
-379,603
1770
$30M ﹤0.01%
274,008
-14,263
1771
$30M ﹤0.01%
3,590,834
-1,663,471
1772
$30M ﹤0.01%
1,655,459
+55,415
1773
$30M ﹤0.01%
1,079,950
-95,581
1774
$29.9M ﹤0.01%
848,423
-10,560
1775
$29.9M ﹤0.01%
628,185
+86,961
69 70
71
72 73