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
2226
$19.3M ﹤0.01%
498,835
+140,736
2227
$19.2M ﹤0.01%
166,775
-59
2228
$19.2M ﹤0.01%
500,162
-5,969
2229
$19.2M ﹤0.01%
224,920
+5,813
2230
$19.2M ﹤0.01%
598,653
+166,660
2231
$19.2M ﹤0.01%
882,945
-1,823
2232
$19.2M ﹤0.01%
260,634
+87,274
2233
$19.2M ﹤0.01%
248,212
-17,273
2234
$19.1M ﹤0.01%
2,513,049
-75,615
2235
$19.1M ﹤0.01%
1,196,085
-86,914
2236
$19.1M ﹤0.01%
783,625
+38,598
2237
$19.1M ﹤0.01%
1,363,584
-876,259
2238
$19.1M ﹤0.01%
204,819
+89,125
2239
$19M ﹤0.01%
756,876
+167,908
2240
$19M ﹤0.01%
228,079
-20,150
2241
$19M ﹤0.01%
446,407
+21,732
2242
$19M ﹤0.01%
810,994
-38,374
2243
$19M ﹤0.01%
728,714
+81,965
2244
$18.9M ﹤0.01%
1,308,906
+133,654
2245
$18.9M ﹤0.01%
729,867
-95,343
2246
$18.9M ﹤0.01%
278,458
-1,154,316
2247
$18.9M ﹤0.01%
1,372,992
+72,164
2248
$18.9M ﹤0.01%
607,755
-301,156
2249
$18.8M ﹤0.01%
647,428
-417,176
2250
$18.8M ﹤0.01%
816,030
-36,153
88 89
90
91 92