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
1951
$25.3M ﹤0.01%
207,201
-43,821
1952
$25.2M ﹤0.01%
308,493
-14,518
1953
$25.2M ﹤0.01%
415,256
+105,670
1954
$25.2M ﹤0.01%
1,376,473
-785,202
1955
$25.2M ﹤0.01%
552,762
-99,515
1956
$25.2M ﹤0.01%
934,505
+99,037
1957
$25.2M ﹤0.01%
2,895,436
-63,399
1958
$25.1M ﹤0.01%
737,078
+13,046
1959
$25.1M ﹤0.01%
610,473
+16,855
1960
$25.1M ﹤0.01%
6,413,085
+1,066,863
1961
$25.1M ﹤0.01%
224,538
-17,732
1962
$25.1M ﹤0.01%
365,029
-5,336
1963
$25.1M ﹤0.01%
434,864
-122,883
1964
$25M ﹤0.01%
975,600
-189,497
1965
$25M ﹤0.01%
1,463,014
-417,652
1966
$25M ﹤0.01%
399,787
+117,101
1967
$25M ﹤0.01%
472,277
-44,916
1968
$25M ﹤0.01%
1,070,950
+45,184
1969
$25M ﹤0.01%
6,303,251
-451,861
1970
$24.9M ﹤0.01%
357,433
+177,608
1971
$24.9M ﹤0.01%
991,254
+74,635
1972
$24.9M ﹤0.01%
773,807
+266,280
1973
$24.9M ﹤0.01%
776,378
+85,749
1974
$24.9M ﹤0.01%
1,002,055
+54,773
1975
$24.9M ﹤0.01%
735,453
+78,584
77 78
79
80 81