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
4876
$767K ﹤0.01%
132,365
+34,006
4877
$765K ﹤0.01%
5,969
-5,263
4878
$765K ﹤0.01%
7,747
-2,474
4879
$763K ﹤0.01%
217,702
-245,749
4880
$762K ﹤0.01%
227,345
+29,861
4881
$761K ﹤0.01%
19,569
-378
4882
$760K ﹤0.01%
35,041
-59,945
4883
$759K ﹤0.01%
82,955
-30,389
4884
$759K ﹤0.01%
32,230
-367
4885
$759K ﹤0.01%
32,514
-2,091
4886
$759K ﹤0.01%
16,345
-1,820
4887
$755K ﹤0.01%
98,149
+61,837
4888
$753K ﹤0.01%
25,478
-21,785
4889
$753K ﹤0.01%
423,284
-2,092,933
4890
$750K ﹤0.01%
121,117
-67,281
4891
$746K ﹤0.01%
89,503
+4,547
4892
$746K ﹤0.01%
95,459
+1,900
4893
$745K ﹤0.01%
95
-177
4894
$742K ﹤0.01%
104,126
-65,998
4895
$740K ﹤0.01%
18,990
-13,285
4896
$740K ﹤0.01%
59,257
-86,727
4897
$740K ﹤0.01%
131,654
-69,778
4898
$734K ﹤0.01%
15,888
-3,786
4899
$733K ﹤0.01%
78,445
+15,881
4900
$732K ﹤0.01%
49,032
-37,023
194 195
196
197 198