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
4901
$732K ﹤0.01%
35,974
-5,885
4902
$731K ﹤0.01%
329,257
-25,391
4903
$730K ﹤0.01%
35,160
+944
4904
$730K ﹤0.01%
253,428
+75,501
4905
$728K ﹤0.01%
29,930
-4,223
4906
$725K ﹤0.01%
65,803
-31,822
4907
$724K ﹤0.01%
24,468
-2,322
4908
$722K ﹤0.01%
84,993
+16,860
4909
$722K ﹤0.01%
9,253
-400
4910
$722K ﹤0.01%
21,194
+6,517
4911
$719K ﹤0.01%
116,817
+25,987
4912
$716K ﹤0.01%
97,107
-27,971
4913
$715K ﹤0.01%
374,793
-5,844
4914
$714K ﹤0.01%
38,272
-10,430
4915
$714K ﹤0.01%
90,137
-10,266
4916
$710K ﹤0.01%
137,640
-90,097
4917
$709K ﹤0.01%
10,000
-367
4918
$709K ﹤0.01%
203,346
+142,409
4919
$705K ﹤0.01%
219,108
-329,927
4920
$704K ﹤0.01%
1,070,069
-50,664
4921
$704K ﹤0.01%
64,474
+7,745
4922
$701K ﹤0.01%
126,741
-106,734
4923
$701K ﹤0.01%
42,081
-46,924
4924
$700K ﹤0.01%
368,437
+216,376
4925
$699K ﹤0.01%
40,233
-98
195 196
197
198 199