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
2426
$16.1M ﹤0.01%
802,113
-43,692
2427
$16.1M ﹤0.01%
1,868,907
-227,661
2428
$16.1M ﹤0.01%
310,319
-15,384
2429
$16.1M ﹤0.01%
884,877
-826,239
2430
$16.1M ﹤0.01%
1,155,633
-64,748
2431
$16.1M ﹤0.01%
1,228,750
-111,850
2432
$16.1M ﹤0.01%
739,860
+495,063
2433
$16.1M ﹤0.01%
2,589,126
-20,212
2434
$16M ﹤0.01%
596,858
+59,290
2435
$16M ﹤0.01%
298,781
+9,536
2436
$16M ﹤0.01%
603,740
+155,788
2437
$16M ﹤0.01%
1,067,933
-67,975
2438
$15.9M ﹤0.01%
603,244
-435,613
2439
$15.9M ﹤0.01%
1,055,462
-142,752
2440
$15.9M ﹤0.01%
427,251
-115,782
2441
$15.9M ﹤0.01%
1,206,293
+21,761
2442
$15.9M ﹤0.01%
1,956,488
-730,308
2443
$15.9M ﹤0.01%
482,180
+78,202
2444
$15.9M ﹤0.01%
1,316,307
-7,077
2445
$15.9M ﹤0.01%
142,328
-65,423
2446
$15.9M ﹤0.01%
1,527,642
-286,986
2447
$15.9M ﹤0.01%
833,894
-219,340
2448
$15.8M ﹤0.01%
1,348,830
+20,089
2449
$15.8M ﹤0.01%
743,281
+13,395
2450
$15.8M ﹤0.01%
298,771
-40,845
96 97
98
99 100