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
2326
$17.6M ﹤0.01%
1,491,435
+217,185
2327
$17.6M ﹤0.01%
286,281
-310
2328
$17.6M ﹤0.01%
396,140
-247,392
2329
$17.6M ﹤0.01%
2,783,960
-2,478,032
2330
$17.6M ﹤0.01%
357,376
+8,480
2331
$17.6M ﹤0.01%
769,966
-120,284
2332
$17.6M ﹤0.01%
221,948
-19,404
2333
$17.5M ﹤0.01%
384,160
-13,960
2334
$17.5M ﹤0.01%
901,350
-8,349
2335
$17.5M ﹤0.01%
700,591
-4,815
2336
$17.5M ﹤0.01%
502,755
-134,818
2337
$17.5M ﹤0.01%
1,308,578
+310,364
2338
$17.5M ﹤0.01%
256,738
+15,203
2339
$17.5M ﹤0.01%
1,337,003
+86,657
2340
$17.5M ﹤0.01%
835,065
-57,445
2341
$17.5M ﹤0.01%
913,991
+48,069
2342
$17.5M ﹤0.01%
1,547,774
-97,915
2343
$17.5M ﹤0.01%
515,734
+41,705
2344
$17.4M ﹤0.01%
59,405
-4,500
2345
$17.4M ﹤0.01%
4,563,143
+19,118
2346
$17.4M ﹤0.01%
423,260
-159,300
2347
$17.4M ﹤0.01%
120,674
+2,235
2348
$17.4M ﹤0.01%
391,608
+3,523
2349
$17.4M ﹤0.01%
217,742
+19,127
2350
$17.4M ﹤0.01%
125,961
-71
92 93
94
95 96