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
2176
$20.2M ﹤0.01%
1,574,131
-17,892
2177
$20.2M ﹤0.01%
542,416
+13,232
2178
$20.2M ﹤0.01%
522,190
-81,739
2179
$20.2M ﹤0.01%
272,577
+58,115
2180
$20.2M ﹤0.01%
732,501
+330,141
2181
$20.1M ﹤0.01%
432,071
-67,696
2182
$20.1M ﹤0.01%
1,749,367
+294,414
2183
$20.1M ﹤0.01%
676,218
+27,508
2184
$20.1M ﹤0.01%
1,564,145
+112,883
2185
$20.1M ﹤0.01%
287,225
+1,569
2186
$20.1M ﹤0.01%
235,531
+12,167
2187
$20M ﹤0.01%
564,656
+223,385
2188
$20M ﹤0.01%
588,805
-533,816
2189
$20M ﹤0.01%
1,196,594
-8,927
2190
$20M ﹤0.01%
859,851
+38,647
2191
$20M ﹤0.01%
1,319,893
-671,191
2192
$20M ﹤0.01%
710,384
-116,407
2193
$20M ﹤0.01%
1,769,506
+13,627
2194
$19.9M ﹤0.01%
374,834
-17,428
2195
$19.9M ﹤0.01%
6,041,396
-805,468
2196
$19.9M ﹤0.01%
668,330
-89,255
2197
$19.9M ﹤0.01%
1,094,180
-192,009
2198
$19.9M ﹤0.01%
1,360,743
-592
2199
$19.9M ﹤0.01%
385,598
-119,490
2200
$19.9M ﹤0.01%
1,061,678
-187,266
86 87
88
89 90