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
4776
$902K ﹤0.01%
80,777
-1,122
4777
$901K ﹤0.01%
74,534
-70,434
4778
$900K ﹤0.01%
511,666
+121,645
4779
$899K ﹤0.01%
66,683
+9,692
4780
$899K ﹤0.01%
10,768
-6,019
4781
$896K ﹤0.01%
821,249
-741,866
4782
$894K ﹤0.01%
98,053
-7,456
4783
$893K ﹤0.01%
49,851
+4,929
4784
$883K ﹤0.01%
47,977
-6,742
4785
$881K ﹤0.01%
11,978
-1,613
4786
$880K ﹤0.01%
91,372
-42,187
4787
$879K ﹤0.01%
24,828
+7
4788
$878K ﹤0.01%
53,797
-13,647
4789
$878K ﹤0.01%
38,957
-2,690
4790
$876K ﹤0.01%
22,023
-844
4791
$874K ﹤0.01%
25,417
-922
4792
$874K ﹤0.01%
39,014
+1,040
4793
$872K ﹤0.01%
110,837
-54,169
4794
$872K ﹤0.01%
19,918
+4,704
4795
$871K ﹤0.01%
37,413
-23,965
4796
$870K ﹤0.01%
78,489
+1,426
4797
$869K ﹤0.01%
105,475
+59,432
4798
$867K ﹤0.01%
389,198
-31,558
4799
$866K ﹤0.01%
39,270
-1,008
4800
$864K ﹤0.01%
369,000
-1,624,657
190 191
192
193 194