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
2026
$23.4M ﹤0.01%
696,465
+84,343
2027
$23.4M ﹤0.01%
2,780,448
-25,356
2028
$23.4M ﹤0.01%
1,966,193
-32,526
2029
$23.4M ﹤0.01%
784,405
+371,537
2030
$23.3M ﹤0.01%
1,565,835
-149,303
2031
$23.3M ﹤0.01%
1,078,961
-921
2032
$23.3M ﹤0.01%
1,202,983
+41,450
2033
$23.3M ﹤0.01%
384,341
+264
2034
$23.3M ﹤0.01%
648,186
-87,929
2035
$23.3M ﹤0.01%
219,096
-9,598
2036
$23.3M ﹤0.01%
1,152,501
-472,743
2037
$23.2M ﹤0.01%
820,687
-177,463
2038
$23.2M ﹤0.01%
2,114,005
+23,656
2039
$23.2M ﹤0.01%
434,786
-115,411
2040
$23.2M ﹤0.01%
501,727
+183,271
2041
$23.1M ﹤0.01%
1,483,248
+123,793
2042
$23.1M ﹤0.01%
888,063
-62,214
2043
$23.1M ﹤0.01%
3,873,669
-4,466,734
2044
$23.1M ﹤0.01%
473,213
+587
2045
$23.1M ﹤0.01%
2,283,629
-1,869,122
2046
$23M ﹤0.01%
692,072
+526,985
2047
$23M ﹤0.01%
1,508,949
-256,665
2048
$23M ﹤0.01%
152,802
+30,289
2049
$22.9M ﹤0.01%
185,418
+43,930
2050
$22.9M ﹤0.01%
721,768
-68,758
80 81
82
83 84