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
1926
$25.7M ﹤0.01%
614,048
-54,587
1927
$25.7M ﹤0.01%
168,818
+4,972
1928
$25.6M ﹤0.01%
1,346,267
-40,012
1929
$25.6M ﹤0.01%
1,288,018
-78,612
1930
$25.6M ﹤0.01%
3,122,527
-2,300,646
1931
$25.6M ﹤0.01%
345,380
+730
1932
$25.6M ﹤0.01%
880,963
+102,839
1933
$25.6M ﹤0.01%
586,621
-63,000
1934
$25.6M ﹤0.01%
1,635,045
-462,664
1935
$25.6M ﹤0.01%
514,165
+42,248
1936
$25.5M ﹤0.01%
238,146
-23,177
1937
$25.5M ﹤0.01%
1,826,861
+1,299,590
1938
$25.5M ﹤0.01%
2,505,261
+1,338,538
1939
$25.5M ﹤0.01%
1,064,068
-13,542
1940
$25.5M ﹤0.01%
392,467
-1,771
1941
$25.4M ﹤0.01%
585,433
-163,209
1942
$25.4M ﹤0.01%
395,048
-2,687
1943
$25.4M ﹤0.01%
1,539,996
-180,785
1944
$25.4M ﹤0.01%
802,098
+50,487
1945
$25.3M ﹤0.01%
996,829
-31,903
1946
$25.3M ﹤0.01%
1,211,147
+14,234
1947
$25.3M ﹤0.01%
504,781
+78,191
1948
$25.3M ﹤0.01%
394,953
-7,115
1949
$25.3M ﹤0.01%
1,081,111
-33,277
1950
$25.3M ﹤0.01%
1,285,180
-26,831
76 77
78
79 80