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
4576
$1.32M ﹤0.01%
108,778
-9,277
4577
$1.32M ﹤0.01%
605,164
-560,323
4578
$1.32M ﹤0.01%
136,174
+132,101
4579
$1.32M ﹤0.01%
693,609
-96,460
4580
$1.31M ﹤0.01%
80,580
-53,649
4581
$1.31M ﹤0.01%
29,112
-21,603
4582
$1.31M ﹤0.01%
231,685
-67,817
4583
$1.31M ﹤0.01%
122,958
+5,743
4584
$1.3M ﹤0.01%
397,573
+234,867
4585
$1.3M ﹤0.01%
135,430
+10,073
4586
$1.3M ﹤0.01%
308,491
-203
4587
$1.3M ﹤0.01%
153,778
+27,582
4588
$1.3M ﹤0.01%
107,250
-796
4589
$1.3M ﹤0.01%
51,949
-4,774
4590
$1.29M ﹤0.01%
36,628
-2,931
4591
$1.29M ﹤0.01%
32,085
-6,677
4592
$1.29M ﹤0.01%
55,040
-11,368
4593
$1.28M ﹤0.01%
1,816
+1,575
4594
$1.28M ﹤0.01%
67,939
+2,917
4595
$1.28M ﹤0.01%
4,973
-874
4596
$1.28M ﹤0.01%
372,909
+92,546
4597
$1.27M ﹤0.01%
69,256
+68,958
4598
$1.27M ﹤0.01%
434,978
-230,242
4599
$1.27M ﹤0.01%
39,785
-1,295
4600
$1.27M ﹤0.01%
71,096
+147
182 183
184
185 186