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
1901
$26.4M ﹤0.01%
356,252
-12,853
1902
$26.2M ﹤0.01%
6,979,535
+731,641
1903
$26.2M ﹤0.01%
1,340,359
+103,462
1904
$26.2M ﹤0.01%
290,161
+20,966
1905
$26.2M ﹤0.01%
2,163,833
-32,252
1906
$26.2M ﹤0.01%
1,178,758
-651,922
1907
$26.2M ﹤0.01%
166,289
-9,235
1908
$26.2M ﹤0.01%
248,359
+125,498
1909
$26.1M ﹤0.01%
2,933,860
-1,079,470
1910
$26.1M ﹤0.01%
5,713,489
-21,611,815
1911
$26M ﹤0.01%
138,834
+2,633
1912
$26M ﹤0.01%
3,151,100
-24,276
1913
$26M ﹤0.01%
5,201,159
+396,547
1914
$25.9M ﹤0.01%
59,173
+12,174
1915
$25.9M ﹤0.01%
2,961,069
+2,216,565
1916
$25.9M ﹤0.01%
318,140
-9,758
1917
$25.9M ﹤0.01%
641,620
-21,130
1918
$25.8M ﹤0.01%
764,518
+764,500
1919
$25.8M ﹤0.01%
512,549
+77,040
1920
$25.8M ﹤0.01%
1,203,577
+65,122
1921
$25.8M ﹤0.01%
1,015,461
-65,634
1922
$25.8M ﹤0.01%
463,350
-80,028
1923
$25.8M ﹤0.01%
191,090
+47,833
1924
$25.7M ﹤0.01%
448,215
-27,670
1925
$25.7M ﹤0.01%
776,728
+21,460
75 76
77
78 79