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
5001
$593K ﹤0.01%
26,806
-5,279
5002
$591K ﹤0.01%
19,681
+1,258
5003
$591K ﹤0.01%
49,522
+8,546
5004
$591K ﹤0.01%
262,661
-351,322
5005
$591K ﹤0.01%
11,847
-844
5006
$590K ﹤0.01%
3,823
+2,321
5007
$590K ﹤0.01%
3,858
-1,838
5008
$589K ﹤0.01%
161,368
+3,431
5009
$587K ﹤0.01%
29,813
+13,436
5010
$586K ﹤0.01%
19,730
+13,118
5011
$586K ﹤0.01%
82,494
+1,560
5012
$586K ﹤0.01%
9,134
-34
5013
$586K ﹤0.01%
14,124
-2,394
5014
$585K ﹤0.01%
25,656
+15,965
5015
$582K ﹤0.01%
3,908
+190
5016
$581K ﹤0.01%
28,862
-11,211
5017
$580K ﹤0.01%
376,736
+13,017
5018
$580K ﹤0.01%
26,869
-1,149
5019
$580K ﹤0.01%
146,229
-43,072
5020
$576K ﹤0.01%
483,593
-218,106
5021
$575K ﹤0.01%
27,693
-850
5022
$575K ﹤0.01%
21,378
+3,350
5023
$572K ﹤0.01%
18,649
+628
5024
$570K ﹤0.01%
87,599
-436
5025
$569K ﹤0.01%
255,308
-180,274
199 200
201
202 203