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
2301
$18M ﹤0.01%
916,807
-61,245
2302
$18M ﹤0.01%
6,735,827
+447,456
2303
$18M ﹤0.01%
674,034
-22,616
2304
$18M ﹤0.01%
1,577,780
+290,094
2305
$18M ﹤0.01%
1,052,946
+114,418
2306
$17.9M ﹤0.01%
2,705,916
-1,604,686
2307
$17.9M ﹤0.01%
592,251
+193,303
2308
$17.9M ﹤0.01%
743,557
-34,712
2309
$17.9M ﹤0.01%
214,824
-1,620
2310
$17.9M ﹤0.01%
220,067
-2,257
2311
$17.9M ﹤0.01%
310,481
+41,627
2312
$17.9M ﹤0.01%
837,611
+33,059
2313
$17.7M ﹤0.01%
484,514
-75,909
2314
$17.7M ﹤0.01%
1,067,015
-274,992
2315
$17.7M ﹤0.01%
171,457
-24,890
2316
$17.7M ﹤0.01%
2,103,361
+151,949
2317
$17.7M ﹤0.01%
227,117
-165,044
2318
$17.7M ﹤0.01%
722,171
+45,312
2319
$17.7M ﹤0.01%
143,131
+20,342
2320
$17.7M ﹤0.01%
697,199
+43,393
2321
$17.6M ﹤0.01%
799,368
-89,383
2322
$17.6M ﹤0.01%
818,896
+473,843
2323
$17.6M ﹤0.01%
1,104,292
-200,992
2324
$17.6M ﹤0.01%
1,636,478
+16,210
2325
$17.6M ﹤0.01%
1,145,834
+5,183
91 92
93
94 95