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
5076
$518K ﹤0.01%
43,312
-11,626
5077
$516K ﹤0.01%
92,431
-67,240
5078
$515K ﹤0.01%
378,354
-18,878
5079
$513K ﹤0.01%
13,848
-345
5080
$512K ﹤0.01%
5,694
5081
$511K ﹤0.01%
28,142
-1,515,174
5082
$509K ﹤0.01%
24,829
-118,549
5083
$508K ﹤0.01%
65,022
-60,030
5084
$507K ﹤0.01%
63,000
-118,186
5085
$506K ﹤0.01%
86,826
+9,058
5086
$506K ﹤0.01%
468,156
-17,995
5087
$505K ﹤0.01%
42,999
+25,377
5088
$505K ﹤0.01%
196,690
-12,554
5089
$501K ﹤0.01%
98,614
+28,216
5090
$500K ﹤0.01%
59,352
-6,996
5091
$498K ﹤0.01%
10,007
+4,571
5092
$498K ﹤0.01%
47
+3
5093
$498K ﹤0.01%
638,859
-364,533
5094
$497K ﹤0.01%
114,668
-10,696
5095
$496K ﹤0.01%
16,372
-159,620
5096
$496K ﹤0.01%
105,652
+47,266
5097
$496K ﹤0.01%
55,922
+21,063
5098
$493K ﹤0.01%
151,656
-56,046
5099
$491K ﹤0.01%
93,153
-34,181
5100
$491K ﹤0.01%
47,204
-74,056
202 203
204
205 206