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
4676
$1.12M ﹤0.01%
85,547
+10,336
4677
$1.11M ﹤0.01%
23,816
+1,005
4678
$1.11M ﹤0.01%
24,764
-638
4679
$1.11M ﹤0.01%
139,331
+69,177
4680
$1.1M ﹤0.01%
21,952
+10,550
4681
$1.1M ﹤0.01%
122,505
+9,853
4682
$1.1M ﹤0.01%
58,069
-4,695
4683
$1.1M ﹤0.01%
151,260
+73,837
4684
$1.1M ﹤0.01%
11,357
+4,373
4685
$1.1M ﹤0.01%
197,745
+98,498
4686
$1.09M ﹤0.01%
41,229
-3,640
4687
$1.09M ﹤0.01%
368,301
+20,612
4688
$1.09M ﹤0.01%
206,728
+101,520
4689
$1.09M ﹤0.01%
66,095
-48,608
4690
$1.09M ﹤0.01%
399,241
-261,927
4691
$1.08M ﹤0.01%
32,123
+9,408
4692
$1.08M ﹤0.01%
39,472
-2,946
4693
$1.07M ﹤0.01%
48,624
+4,774
4694
$1.07M ﹤0.01%
163,506
-32,470
4695
$1.07M ﹤0.01%
103,664
-24,047
4696
$1.07M ﹤0.01%
24,458
+4,167
4697
$1.07M ﹤0.01%
197,175
-47,137
4698
$1.07M ﹤0.01%
204,547
+158,003
4699
$1.06M ﹤0.01%
90,257
-128,641
4700
$1.05M ﹤0.01%
69,335
-82,062
186 187
188
189 190