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
4851
$796K ﹤0.01%
+62,900
4852
$795K ﹤0.01%
32,110
+834
4853
$793K ﹤0.01%
41,344
-1,901
4854
$793K ﹤0.01%
287,504
-148,928
4855
$792K ﹤0.01%
11,294
-289
4856
$792K ﹤0.01%
120,791
-104,155
4857
$790K ﹤0.01%
127,203
-3,906
4858
$788K ﹤0.01%
26,410
-107,791
4859
$786K ﹤0.01%
19,101
-997
4860
$786K ﹤0.01%
219,283
-469,396
4861
$785K ﹤0.01%
23,311
-1,953
4862
$785K ﹤0.01%
15,517
-38,522
4863
$784K ﹤0.01%
98,714
-437,789
4864
$783K ﹤0.01%
41,583
-11,592
4865
$782K ﹤0.01%
188,313
-40,828
4866
$782K ﹤0.01%
35,815
+12,207
4867
$780K ﹤0.01%
185,425
-19,040
4868
$779K ﹤0.01%
19,945
-26,323
4869
$779K ﹤0.01%
49,075
+2,236
4870
$778K ﹤0.01%
192,519
-134,389
4871
$777K ﹤0.01%
28,526
-11,047
4872
$772K ﹤0.01%
35,943
+8,995
4873
$772K ﹤0.01%
30,037
-55,271
4874
$771K ﹤0.01%
55,112
-61,769
4875
$771K ﹤0.01%
38,057
+5,837
193 194
195
196 197