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
2126
$21.3M ﹤0.01%
280,611
-21,900
2127
$21.2M ﹤0.01%
2,626,147
+1,372,037
2128
$21.2M ﹤0.01%
2,252,492
+318,246
2129
$21.2M ﹤0.01%
2,286,964
+451,996
2130
$21.2M ﹤0.01%
2,376,137
-355,272
2131
$21.2M ﹤0.01%
245,340
+117,811
2132
$21.1M ﹤0.01%
361,771
+66,721
2133
$21.1M ﹤0.01%
263,095
+34,599
2134
$21.1M ﹤0.01%
742,972
+38,058
2135
$21.1M ﹤0.01%
1,646,199
+49,444
2136
$21M ﹤0.01%
1,663,360
+48,475
2137
$21M ﹤0.01%
458,053
-70,210
2138
$20.9M ﹤0.01%
614,540
+158,810
2139
$20.9M ﹤0.01%
681,332
+258,321
2140
$20.9M ﹤0.01%
515,890
+55,341
2141
$20.9M ﹤0.01%
1,096,132
-118,565
2142
$20.9M ﹤0.01%
474,123
-122,033
2143
$20.8M ﹤0.01%
1,215,220
+630,732
2144
$20.8M ﹤0.01%
318,782
-30,782
2145
$20.8M ﹤0.01%
431,690
+172,454
2146
$20.8M ﹤0.01%
1,148,935
-83,537
2147
$20.8M ﹤0.01%
93,456
-6,398
2148
$20.8M ﹤0.01%
117,063
-32,817
2149
$20.8M ﹤0.01%
552,783
+51,108
2150
$20.7M ﹤0.01%
151,651
+70,963
84 85
86
87 88