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
4726
$1.01M ﹤0.01%
64,891
+14,773
4727
$1M ﹤0.01%
55,152
+613
4728
$998K ﹤0.01%
94,582
4729
$998K ﹤0.01%
60,433
+21,325
4730
$996K ﹤0.01%
122,123
-17,526
4731
$995K ﹤0.01%
23,262
+4,563
4732
$994K ﹤0.01%
240,309
-202,982
4733
$993K ﹤0.01%
95,773
-12,697
4734
$993K ﹤0.01%
180,940
+4,706
4735
$992K ﹤0.01%
24,116
+8,024
4736
$990K ﹤0.01%
22,862
-91,926
4737
$989K ﹤0.01%
43,331
+9,643
4738
$989K ﹤0.01%
17,407
+11,110
4739
$985K ﹤0.01%
58,935
+20,103
4740
$982K ﹤0.01%
36,351
+24,105
4741
$979K ﹤0.01%
33,977
+27,127
4742
$976K ﹤0.01%
47,389
-2,048
4743
$976K ﹤0.01%
16,065
-1,261
4744
$970K ﹤0.01%
291,992
+283,335
4745
$969K ﹤0.01%
57,591
-13,563
4746
$968K ﹤0.01%
201,073
+173,739
4747
$968K ﹤0.01%
89,723
-13,223
4748
$963K ﹤0.01%
123,284
-34,357
4749
$962K ﹤0.01%
111,459
-7,276
4750
$960K ﹤0.01%
30,063
-6,734
188 189
190
191 192