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
1876
$27M ﹤0.01%
736,370
-1,643
1877
$27M ﹤0.01%
259,135
+19,227
1878
$26.9M ﹤0.01%
825,071
-55,051
1879
$26.9M ﹤0.01%
448,002
-3,480
1880
$26.9M ﹤0.01%
1,151,368
-511,907
1881
$26.9M ﹤0.01%
1,040,844
-10,449
1882
$26.9M ﹤0.01%
2,918,241
+348,450
1883
$26.9M ﹤0.01%
1,187,050
-10,560
1884
$26.9M ﹤0.01%
406,311
+239,544
1885
$26.9M ﹤0.01%
725,169
+32,141
1886
$26.8M ﹤0.01%
879,130
-45,956
1887
$26.8M ﹤0.01%
411,706
-225,203
1888
$26.8M ﹤0.01%
599,531
+207,545
1889
$26.7M ﹤0.01%
2,396,725
-105,218
1890
$26.7M ﹤0.01%
1,719,860
-784,699
1891
$26.7M ﹤0.01%
1,476,084
-276,479
1892
$26.7M ﹤0.01%
852,688
+72,482
1893
$26.7M ﹤0.01%
923,441
+55
1894
$26.7M ﹤0.01%
1,484,279
-823,551
1895
$26.6M ﹤0.01%
2,407,087
+255,811
1896
$26.5M ﹤0.01%
470,080
+195,993
1897
$26.5M ﹤0.01%
259,913
-213,770
1898
$26.5M ﹤0.01%
1,597,076
-370,045
1899
$26.4M ﹤0.01%
2,642,530
+7,179
1900
$26.4M ﹤0.01%
2,763,330
+103,130
74 75
76
77 78