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
5051
$543K ﹤0.01%
26,159
-29,946
5052
$543K ﹤0.01%
11,862
-2,183
5053
$542K ﹤0.01%
43,394
+2,986
5054
$541K ﹤0.01%
27,926
+11,544
5055
$540K ﹤0.01%
63,864
-5,020
5056
$537K ﹤0.01%
44,230
+27,693
5057
$537K ﹤0.01%
29,035
-1,982
5058
$536K ﹤0.01%
60,211
-457,716
5059
$536K ﹤0.01%
25,469
-7,875
5060
$536K ﹤0.01%
60,977
+13,133
5061
$532K ﹤0.01%
45,263
-5,433
5062
$531K ﹤0.01%
82,828
5063
$531K ﹤0.01%
108,705
+11,865
5064
$530K ﹤0.01%
2,365
+1,416
5065
$528K ﹤0.01%
18,638
-28,357
5066
$528K ﹤0.01%
32,351
-24,149
5067
$527K ﹤0.01%
182,945
-63,097
5068
$526K ﹤0.01%
32,664
-2,187
5069
$526K ﹤0.01%
3,304
-22,701
5070
$525K ﹤0.01%
13,734
+9
5071
$522K ﹤0.01%
10,110
+68
5072
$521K ﹤0.01%
28,946
+13,138
5073
$518K ﹤0.01%
23,334
+18,175
5074
$518K ﹤0.01%
70,636
-194,214
5075
$518K ﹤0.01%
719,268
201 202
203
204 205