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
4976
$625K ﹤0.01%
24,598
+399
4977
$624K ﹤0.01%
18,325
-16,823
4978
$622K ﹤0.01%
131,246
-169,312
4979
$622K ﹤0.01%
30,437
+19,656
4980
$620K ﹤0.01%
63,100
-100
4981
$619K ﹤0.01%
12,118
-4,664
4982
$619K ﹤0.01%
58,455
+18,986
4983
$617K ﹤0.01%
107,736
+21,316
4984
$617K ﹤0.01%
65,310
-11,329
4985
$615K ﹤0.01%
+18,308
4986
$614K ﹤0.01%
171,100
-242,549
4987
$612K ﹤0.01%
90,987
+6,348
4988
$612K ﹤0.01%
19,220
+17,661
4989
$611K ﹤0.01%
16,686
+225
4990
$608K ﹤0.01%
93,289
-2,414
4991
$606K ﹤0.01%
25,278
-864
4992
$605K ﹤0.01%
4,414
-620
4993
$605K ﹤0.01%
87,396
+861
4994
$602K ﹤0.01%
204,079
+18,131
4995
$600K ﹤0.01%
22,114
-774
4996
$600K ﹤0.01%
51,256
+6,978
4997
$600K ﹤0.01%
45,510
-27,967
4998
$599K ﹤0.01%
13,816
+2,944
4999
$599K ﹤0.01%
37,378
+1,037
5000
$595K ﹤0.01%
199,974
-112,237
198 199
200
201 202