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
4626
$1.22M ﹤0.01%
39,431
-12,863
4627
$1.22M ﹤0.01%
12,655
-4,207
4628
$1.22M ﹤0.01%
38,641
-20,579
4629
$1.22M ﹤0.01%
40,491
-9,107
4630
$1.21M ﹤0.01%
100,637
+21,206
4631
$1.21M ﹤0.01%
62,823
-27,132
4632
$1.21M ﹤0.01%
14,001
-1,907
4633
$1.21M ﹤0.01%
19,846
-787
4634
$1.21M ﹤0.01%
80,179
-17,434
4635
$1.2M ﹤0.01%
122,071
-13,451
4636
$1.2M ﹤0.01%
418,423
+70,136
4637
$1.2M ﹤0.01%
39,050
-58
4638
$1.2M ﹤0.01%
125,145
+746
4639
$1.19M ﹤0.01%
29,971
+22,121
4640
$1.19M ﹤0.01%
39,809
-1,380
4641
$1.19M ﹤0.01%
101,332
+9,919
4642
$1.19M ﹤0.01%
6,952
+689
4643
$1.18M ﹤0.01%
77,182
+14,697
4644
$1.18M ﹤0.01%
32,559
-177
4645
$1.18M ﹤0.01%
110,633
+32,590
4646
$1.18M ﹤0.01%
597,975
-109,618
4647
$1.18M ﹤0.01%
177,788
-303,000
4648
$1.17M ﹤0.01%
43,514
-767
4649
$1.17M ﹤0.01%
42,414
+3,556
4650
$1.17M ﹤0.01%
663,606
+558,290
184 185
186
187 188