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
5026
$569K ﹤0.01%
91,365
-1,207,119
5027
$569K ﹤0.01%
141,904
-39,141
5028
$568K ﹤0.01%
20,774
-23,668
5029
$568K ﹤0.01%
138,714
-13,560
5030
$567K ﹤0.01%
37,633
-1,325
5031
$566K ﹤0.01%
41,287
-14,851
5032
$566K ﹤0.01%
21,826
+13,271
5033
$565K ﹤0.01%
154,127
-14,284
5034
$563K ﹤0.01%
14,574
+2,137
5035
$563K ﹤0.01%
16,582
+189
5036
$563K ﹤0.01%
227,529
-18,869
5037
$562K ﹤0.01%
34,103
-2,277
5038
$556K ﹤0.01%
23,265
-2,171
5039
$556K ﹤0.01%
83,326
+61,641
5040
$556K ﹤0.01%
118,093
+18,033
5041
$555K ﹤0.01%
113,035
-12,782
5042
$555K ﹤0.01%
26,339
-575
5043
$555K ﹤0.01%
16,032
-12,581
5044
$554K ﹤0.01%
55,421
+9,473
5045
$554K ﹤0.01%
74,074
+7,300
5046
$553K ﹤0.01%
31,884
-6,108
5047
$552K ﹤0.01%
52,008
-12,965
5048
$551K ﹤0.01%
204,946
+53,091
5049
$549K ﹤0.01%
68,817
+15,131
5050
$548K ﹤0.01%
26,384
-24,846
200 201
202
203 204