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
5126
$461K ﹤0.01%
11,368
-1,286
5127
$460K ﹤0.01%
1,717
-369
5128
$456K ﹤0.01%
13,182
-149
5129
$455K ﹤0.01%
4,970
-14,620
5130
$454K ﹤0.01%
22,470
-566
5131
$453K ﹤0.01%
15,984
+3,685
5132
$452K ﹤0.01%
227,064
-353,152
5133
$452K ﹤0.01%
133,038
-180,746
5134
$450K ﹤0.01%
44,815
-3,231
5135
$449K ﹤0.01%
200,774
+18,398
5136
$448K ﹤0.01%
30,882
-28,437
5137
$448K ﹤0.01%
700,000
5138
$448K ﹤0.01%
282,402
-390,601
5139
$447K ﹤0.01%
10,424
+79
5140
$446K ﹤0.01%
57,716
+11,997
5141
$445K ﹤0.01%
31,108
-4,979
5142
$443K ﹤0.01%
147,556
-6,547
5143
$443K ﹤0.01%
65,334
+60,784
5144
$437K ﹤0.01%
23,682
-80,659
5145
$436K ﹤0.01%
166,657
-38,899
5146
$434K ﹤0.01%
13,529
-14,531
5147
$433K ﹤0.01%
10,712
-2,602
5148
$433K ﹤0.01%
106,021
-84,088
5149
$432K ﹤0.01%
130,249
+48,240
5150
$432K ﹤0.01%
143,780
+27,255
204 205
206
207 208