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
2001
$24M ﹤0.01%
126,272
-9,263
2002
$23.9M ﹤0.01%
2,234,311
-131,581
2003
$23.9M ﹤0.01%
907,017
-342,397
2004
$23.9M ﹤0.01%
586,932
+176,465
2005
$23.9M ﹤0.01%
860,385
+107,777
2006
$23.9M ﹤0.01%
2,226,964
-676,876
2007
$23.8M ﹤0.01%
423,760
+29,318
2008
$23.8M ﹤0.01%
347,426
+26,097
2009
$23.8M ﹤0.01%
374,379
+82,085
2010
$23.7M ﹤0.01%
711,445
+107,695
2011
$23.7M ﹤0.01%
387,159
+39,171
2012
$23.7M ﹤0.01%
356,964
-9,843
2013
$23.7M ﹤0.01%
395,332
+35,823
2014
$23.7M ﹤0.01%
443,526
+327,413
2015
$23.7M ﹤0.01%
419,550
-14,678
2016
$23.6M ﹤0.01%
562,659
-50,617
2017
$23.6M ﹤0.01%
393,217
+17,953
2018
$23.6M ﹤0.01%
331,672
-16,753
2019
$23.6M ﹤0.01%
103,792
+1,683
2020
$23.6M ﹤0.01%
243,938
-14,442
2021
$23.5M ﹤0.01%
451,270
+28,268
2022
$23.5M ﹤0.01%
181,730
+12,771
2023
$23.5M ﹤0.01%
2,414,476
-442,787
2024
$23.5M ﹤0.01%
2,955,527
-453,266
2025
$23.4M ﹤0.01%
119,525
+13,418
79 80
81
82 83