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
1851
$27.7M ﹤0.01%
757,877
+183,981
1852
$27.7M ﹤0.01%
3,085,457
+276,260
1853
$27.7M ﹤0.01%
1,051,760
+134,623
1854
$27.7M ﹤0.01%
335,867
-36,827
1855
$27.6M ﹤0.01%
1,904,217
+91,499
1856
$27.6M ﹤0.01%
623,123
-289,186
1857
$27.5M ﹤0.01%
1,600,128
+1,269
1858
$27.5M ﹤0.01%
1,102,250
+145,781
1859
$27.5M ﹤0.01%
648,585
+56,056
1860
$27.5M ﹤0.01%
711,109
+350,090
1861
$27.4M ﹤0.01%
2,329,089
+17,400
1862
$27.4M ﹤0.01%
337,995
-36,660
1863
$27.4M ﹤0.01%
884,730
-29,878
1864
$27.4M ﹤0.01%
983,251
-134,746
1865
$27.4M ﹤0.01%
500,005
-81,165
1866
$27.3M ﹤0.01%
1,975,233
-17,175
1867
$27.3M ﹤0.01%
512,185
+5,475
1868
$27.3M ﹤0.01%
1,969,666
-145,135
1869
$27.3M ﹤0.01%
15,227,262
+2,392,791
1870
$27.2M ﹤0.01%
547,249
-402,723
1871
$27.2M ﹤0.01%
1,049,348
-5,617,810
1872
$27.1M ﹤0.01%
2,068,944
+169,422
1873
$27.1M ﹤0.01%
292,433
+137,702
1874
$27.1M ﹤0.01%
414,706
-132,500
1875
$27.1M ﹤0.01%
702,352
-45,029
73 74
75
76 77