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
2051
$22.8M ﹤0.01%
2,203,402
-374,129
2052
$22.8M ﹤0.01%
2,217,823
+87,635
2053
$22.8M ﹤0.01%
1,021,806
+408,393
2054
$22.8M ﹤0.01%
1,520,647
+821,646
2055
$22.8M ﹤0.01%
1,202,377
+17,722
2056
$22.8M ﹤0.01%
325,011
-189,550
2057
$22.7M ﹤0.01%
179,395
-229,226
2058
$22.7M ﹤0.01%
2,466,546
+439,634
2059
$22.7M ﹤0.01%
4,743,474
-742,293
2060
$22.7M ﹤0.01%
1,951,766
+181,903
2061
$22.6M ﹤0.01%
481,616
-28,500
2062
$22.5M ﹤0.01%
259,368
+39,635
2063
$22.5M ﹤0.01%
724,766
+45,663
2064
$22.4M ﹤0.01%
438,177
-75,955
2065
$22.4M ﹤0.01%
437,404
-19,120
2066
$22.4M ﹤0.01%
714,037
+179,135
2067
$22.4M ﹤0.01%
1,001,561
+52,938
2068
$22.3M ﹤0.01%
671,068
-75,135
2069
$22.3M ﹤0.01%
312,444
+15,770
2070
$22.3M ﹤0.01%
753,830
+605,991
2071
$22.3M ﹤0.01%
1,063,910
-28,315
2072
$22.2M ﹤0.01%
892,656
-182,785
2073
$22.2M ﹤0.01%
1,020,807
+33,419
2074
$22.1M ﹤0.01%
507,732
-287,515
2075
$22.1M ﹤0.01%
2,318,733
-379,498
81 82
83
84 85