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
1801
$29.1M ﹤0.01%
207,018
+29,400
1802
$29.1M ﹤0.01%
1,176,631
-24,719
1803
$29M ﹤0.01%
1,463,500
+9,496
1804
$29M ﹤0.01%
303,818
-29,154
1805
$29M ﹤0.01%
920,836
+235,914
1806
$29M ﹤0.01%
1,462,629
+1,150
1807
$28.9M ﹤0.01%
354,898
-39,802
1808
$28.9M ﹤0.01%
3,267,942
+871,707
1809
$28.9M ﹤0.01%
504,660
+42,506
1810
$28.8M ﹤0.01%
156,950
-16,315
1811
$28.8M ﹤0.01%
4,356,472
+44,149
1812
$28.8M ﹤0.01%
2,669,373
-194,308
1813
$28.7M ﹤0.01%
173,345
-29,028
1814
$28.7M ﹤0.01%
2,143,670
+31,399
1815
$28.7M ﹤0.01%
4,731,639
+1,056,857
1816
$28.7M ﹤0.01%
1,044,367
-4,853,988
1817
$28.7M ﹤0.01%
887,589
+11,265
1818
$28.7M ﹤0.01%
716,192
+45,305
1819
$28.6M ﹤0.01%
741,452
-114,831
1820
$28.6M ﹤0.01%
1,249,512
+44,463
1821
$28.6M ﹤0.01%
5,712,476
-522,456
1822
$28.6M ﹤0.01%
1,230,261
-717,433
1823
$28.5M ﹤0.01%
1,237,778
-101,832
1824
$28.5M ﹤0.01%
479,465
-69,108
1825
$28.5M ﹤0.01%
442,316
+267,364
71 72
73
74 75