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
2251
$18.8M ﹤0.01%
2,227,575
+451,123
2252
$18.8M ﹤0.01%
595,004
+194,099
2253
$18.8M ﹤0.01%
1,136,424
+160,161
2254
$18.7M ﹤0.01%
265,736
+26,761
2255
$18.7M ﹤0.01%
722,128
-128,433
2256
$18.7M ﹤0.01%
279,511
+191,296
2257
$18.7M ﹤0.01%
3,049,435
-372,331
2258
$18.7M ﹤0.01%
857,717
+562
2259
$18.6M ﹤0.01%
544,448
-56,126
2260
$18.6M ﹤0.01%
227,099
+16,110
2261
$18.6M ﹤0.01%
1,410,565
-3,492
2262
$18.6M ﹤0.01%
96,534
-33,910
2263
$18.6M ﹤0.01%
150,563
+14,274
2264
$18.6M ﹤0.01%
547,858
+15,456
2265
$18.5M ﹤0.01%
276,020
-81,310
2266
$18.5M ﹤0.01%
429,833
-301,346
2267
$18.5M ﹤0.01%
1,022,899
+128,116
2268
$18.5M ﹤0.01%
333,362
+139,383
2269
$18.5M ﹤0.01%
985,764
-341,409
2270
$18.5M ﹤0.01%
254,252
-13,365
2271
$18.4M ﹤0.01%
2,608,791
-30,264
2272
$18.4M ﹤0.01%
578,834
-140,225
2273
$18.4M ﹤0.01%
682,705
+179,621
2274
$18.4M ﹤0.01%
846,763
+202,328
2275
$18.4M ﹤0.01%
868,718
-377,380
89 90
91
92 93