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
1826
$28.5M ﹤0.01%
4,961,213
-334,118
1827
$28.5M ﹤0.01%
2,677,473
-26,910
1828
$28.4M ﹤0.01%
494,385
-150,730
1829
$28.4M ﹤0.01%
1,010,803
+808,312
1830
$28.4M ﹤0.01%
6,644,612
+4,398,778
1831
$28.4M ﹤0.01%
842,130
-172,494
1832
$28.3M ﹤0.01%
1,756,796
+43,033
1833
$28.3M ﹤0.01%
578,277
-36,205
1834
$28.3M ﹤0.01%
1,204,092
+15,942
1835
$28.3M ﹤0.01%
319,468
+14,377
1836
$28.2M ﹤0.01%
1,203,877
+133,920
1837
$28.2M ﹤0.01%
87,154
-69,631
1838
$28.2M ﹤0.01%
352,191
-219
1839
$28.2M ﹤0.01%
11,405,272
+2,589,943
1840
$28.1M ﹤0.01%
3,802,929
+681,577
1841
$28.1M ﹤0.01%
4,282,158
+384,088
1842
$28.1M ﹤0.01%
205,764
-2,379
1843
$28.1M ﹤0.01%
1,772,831
-60,250
1844
$28.1M ﹤0.01%
734,521
-70,236
1845
$28M ﹤0.01%
532,313
+36,789
1846
$28M ﹤0.01%
358,900
+11,234
1847
$27.9M ﹤0.01%
835,080
-78,741
1848
$27.9M ﹤0.01%
868,037
+139,532
1849
$27.8M ﹤0.01%
2,029,719
-163,518
1850
$27.7M ﹤0.01%
642,043
-59,863
72 73
74
75 76