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
4926
$697K ﹤0.01%
28,833
-6,040
4927
$697K ﹤0.01%
20,872
+16,044
4928
$696K ﹤0.01%
25,419
+7,066
4929
$693K ﹤0.01%
11,740
+9,232
4930
$687K ﹤0.01%
52,184
+41,032
4931
$685K ﹤0.01%
29,442
+7,658
4932
$684K ﹤0.01%
14,321
+1,451
4933
$683K ﹤0.01%
118,986
-19,931
4934
$677K ﹤0.01%
118,107
-13,471
4935
$676K ﹤0.01%
4,822
+592
4936
$676K ﹤0.01%
27,031
-2,325
4937
$673K ﹤0.01%
37,239
-7,699
4938
$670K ﹤0.01%
29,045
-12,906
4939
$669K ﹤0.01%
39,694
-4,399
4940
$666K ﹤0.01%
105,410
+10,626
4941
$666K ﹤0.01%
76,375
-24,922
4942
$665K ﹤0.01%
320,014
-131,779
4943
$665K ﹤0.01%
20,571
+6,594
4944
$664K ﹤0.01%
20,866
-1,822
4945
$661K ﹤0.01%
95,571
-22,281
4946
$660K ﹤0.01%
+428,405
4947
$657K ﹤0.01%
38,374
+649
4948
$654K ﹤0.01%
13,305
+4,727
4949
$654K ﹤0.01%
20,698
-18,898
4950
$652K ﹤0.01%
47,681
-4,322
196 197
198
199 200