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
2201
$19.8M ﹤0.01%
281,941
-75,707
2202
$19.8M ﹤0.01%
498,188
-18,628
2203
$19.8M ﹤0.01%
221,610
+31,882
2204
$19.8M ﹤0.01%
1,173,344
+286,582
2205
$19.8M ﹤0.01%
606,632
-44,703
2206
$19.7M ﹤0.01%
776,176
+3,786
2207
$19.6M ﹤0.01%
1,042,533
+446,138
2208
$19.6M ﹤0.01%
976,883
-283,647
2209
$19.5M ﹤0.01%
66,414
-39,704
2210
$19.5M ﹤0.01%
215,827
-19,476
2211
$19.5M ﹤0.01%
1,248,497
+512,203
2212
$19.4M ﹤0.01%
1,364,902
+29,422
2213
$19.4M ﹤0.01%
1,117,171
+76,724
2214
$19.4M ﹤0.01%
1,014,993
-171,323
2215
$19.4M ﹤0.01%
231,131
+10,308
2216
$19.3M ﹤0.01%
287,325
-14,657
2217
$19.3M ﹤0.01%
777,590
-101,669
2218
$19.3M ﹤0.01%
441,170
-411,323
2219
$19.3M ﹤0.01%
209,840
-63,798
2220
$19.3M ﹤0.01%
768,827
+4,399
2221
$19.3M ﹤0.01%
1,361,783
+436,419
2222
$19.3M ﹤0.01%
2,048,014
+1,582,003
2223
$19.3M ﹤0.01%
1,260,761
-14,320
2224
$19.3M ﹤0.01%
853,805
+176,916
2225
$19.3M ﹤0.01%
2,252,652
+9,550
87 88
89
90 91