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
1776
$29.8M ﹤0.01%
2,413,532
+502,185
1777
$29.8M ﹤0.01%
1,360,935
-59,280
1778
$29.8M ﹤0.01%
1,253,121
-266,874
1779
$29.8M ﹤0.01%
1,840,979
-43,042
1780
$29.8M ﹤0.01%
606,288
+99,762
1781
$29.8M ﹤0.01%
3,607,033
+168,676
1782
$29.7M ﹤0.01%
1,607,307
+45,860
1783
$29.7M ﹤0.01%
608,417
-46,730
1784
$29.7M ﹤0.01%
352,180
-210,344
1785
$29.7M ﹤0.01%
1,816,508
+35,735
1786
$29.7M ﹤0.01%
256,886
+24,682
1787
$29.6M ﹤0.01%
1,155,996
+189,014
1788
$29.6M ﹤0.01%
423,390
-136,383
1789
$29.6M ﹤0.01%
525,510
+64,516
1790
$29.5M ﹤0.01%
2,121,961
-291,620
1791
$29.5M ﹤0.01%
1,076,096
+1,982
1792
$29.5M ﹤0.01%
984,240
-134,400
1793
$29.4M ﹤0.01%
1,591,583
-165,946
1794
$29.4M ﹤0.01%
1,752,020
+85,385
1795
$29.4M ﹤0.01%
781,898
+300,609
1796
$29.3M ﹤0.01%
1,404,876
+493,644
1797
$29.3M ﹤0.01%
1,271,526
-117,505
1798
$29.3M ﹤0.01%
1,713,583
-444,157
1799
$29.2M ﹤0.01%
1,265,052
-6,651
1800
$29.2M ﹤0.01%
1,601,676
-237,559
70 71
72
73 74