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
2376
$17M ﹤0.01%
101,088
+3,145
2377
$17M ﹤0.01%
2,685,314
+1,438,861
2378
$16.9M ﹤0.01%
1,390,596
+17,111
2379
$16.9M ﹤0.01%
2,748,260
+1,032,876
2380
$16.9M ﹤0.01%
404,572
-5,692
2381
$16.9M ﹤0.01%
2,413,569
-197,372
2382
$16.9M ﹤0.01%
710,688
+40,126
2383
$16.9M ﹤0.01%
299,063
-8,540
2384
$16.9M ﹤0.01%
955,816
-289,738
2385
$16.8M ﹤0.01%
1,880,639
+110,890
2386
$16.8M ﹤0.01%
1,230,413
-43,423
2387
$16.8M ﹤0.01%
290,610
-55,068
2388
$16.8M ﹤0.01%
1,165,667
-206,629
2389
$16.8M ﹤0.01%
449,006
+96,669
2390
$16.8M ﹤0.01%
276,681
-57,099
2391
$16.8M ﹤0.01%
361,104
-2,665
2392
$16.7M ﹤0.01%
3,456,535
+826,056
2393
$16.7M ﹤0.01%
944,855
-1,994,086
2394
$16.7M ﹤0.01%
726,890
+47,270
2395
$16.7M ﹤0.01%
579,730
+20,803
2396
$16.7M ﹤0.01%
667,155
-121,375
2397
$16.6M ﹤0.01%
315,237
-80,714
2398
$16.6M ﹤0.01%
328,473
+5,448
2399
$16.6M ﹤0.01%
1,263,237
+22,242
2400
$16.6M ﹤0.01%
404,438
-31,110
94 95
96
97 98