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
2351
$17.4M ﹤0.01%
2,096,868
-140,614
2352
$17.4M ﹤0.01%
1,797,699
-131,379
2353
$17.4M ﹤0.01%
440,809
-34,466
2354
$17.4M ﹤0.01%
405,831
+103,335
2355
$17.3M ﹤0.01%
6,118,349
-1,814,536
2356
$17.3M ﹤0.01%
990,336
-95,327
2357
$17.3M ﹤0.01%
634,493
+12,784
2358
$17.3M ﹤0.01%
210,423
-44,232
2359
$17.2M ﹤0.01%
248,524
-259,743
2360
$17.2M ﹤0.01%
538,574
-67,466
2361
$17.2M ﹤0.01%
234,723
+19,031
2362
$17.2M ﹤0.01%
1,835,876
-147,746
2363
$17.2M ﹤0.01%
770,021
+22,661
2364
$17.2M ﹤0.01%
384,883
+50,377
2365
$17.1M ﹤0.01%
296,135
-153,867
2366
$17.1M ﹤0.01%
447,394
-15,613
2367
$17.1M ﹤0.01%
167,681
-10,104
2368
$17.1M ﹤0.01%
523,106
-186,223
2369
$17.1M ﹤0.01%
506,338
-242,288
2370
$17.1M ﹤0.01%
701,945
+24,123
2371
$17M ﹤0.01%
475,375
-30,120
2372
$17M ﹤0.01%
352,290
+36,202
2373
$17M ﹤0.01%
665,804
-102,705
2374
$17M ﹤0.01%
591,047
+85,943
2375
$17M ﹤0.01%
435,826
+170,580
93 94
95
96 97