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
4651
$1.17M ﹤0.01%
106,160
+25,564
4652
$1.17M ﹤0.01%
209,314
-4,534
4653
$1.17M ﹤0.01%
444,022
+413,267
4654
$1.17M ﹤0.01%
50,673
-4,160
4655
$1.17M ﹤0.01%
370,424
-455,779
4656
$1.17M ﹤0.01%
86,481
+19,638
4657
$1.17M ﹤0.01%
448,608
-170
4658
$1.16M ﹤0.01%
101,133
+100,032
4659
$1.16M ﹤0.01%
58,766
-1,097,468
4660
$1.16M ﹤0.01%
184,075
+36,782
4661
$1.15M ﹤0.01%
163,309
+86,330
4662
$1.15M ﹤0.01%
100,712
+2,807
4663
$1.15M ﹤0.01%
93,928
-149,664
4664
$1.15M ﹤0.01%
164,607
-93,710
4665
$1.14M ﹤0.01%
1,270,224
-176,925
4666
$1.14M ﹤0.01%
5,462
-750
4667
$1.14M ﹤0.01%
261,294
-128,489
4668
$1.14M ﹤0.01%
36,613
-9,758
4669
$1.13M ﹤0.01%
723,470
-37,544
4670
$1.13M ﹤0.01%
6,077
+2,059
4671
$1.13M ﹤0.01%
17,886
-57
4672
$1.13M ﹤0.01%
131,372
+5,417
4673
$1.12M ﹤0.01%
57,752
-7,297
4674
$1.12M ﹤0.01%
47,828
+11,578
4675
$1.12M ﹤0.01%
150,156
+89,621
185 186
187
188 189