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
4751
$959K ﹤0.01%
24,614
+6,238
4752
$958K ﹤0.01%
18,549
+10,759
4753
$950K ﹤0.01%
45,775
+10,383
4754
$949K ﹤0.01%
39,308
-2,194
4755
$948K ﹤0.01%
55,412
-297,513
4756
$942K ﹤0.01%
24,968
-10,897
4757
$941K ﹤0.01%
45,744
+1,119
4758
$941K ﹤0.01%
53,176
-4,478
4759
$941K ﹤0.01%
16,815
-11,148
4760
$938K ﹤0.01%
14,370
-16,200
4761
$934K ﹤0.01%
97,711
-6,988
4762
$931K ﹤0.01%
32,394
-7,242
4763
$929K ﹤0.01%
21,904
-2,607
4764
$928K ﹤0.01%
391,522
-24,942
4765
$926K ﹤0.01%
105,207
+16,806
4766
$926K ﹤0.01%
281,744
+6,507
4767
$920K ﹤0.01%
229,218
-68,718
4768
$915K ﹤0.01%
287,747
+77,646
4769
$914K ﹤0.01%
109,511
-20,995
4770
$908K ﹤0.01%
41,731
+9,595
4771
$908K ﹤0.01%
146,358
-16,600
4772
$908K ﹤0.01%
29,723
-558
4773
$907K ﹤0.01%
136,588
-4,359
4774
$904K ﹤0.01%
240,396
+46,639
4775
$903K ﹤0.01%
114,418
+51,798
189 190
191
192 193