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
5176
$408K ﹤0.01%
179,819
+139,182
5177
$407K ﹤0.01%
35,040
-32,699
5178
$407K ﹤0.01%
35,963
-6,557
5179
$406K ﹤0.01%
12,447
-5,702
5180
$405K ﹤0.01%
212,006
-6,948
5181
$405K ﹤0.01%
169,083
-399,825
5182
$405K ﹤0.01%
131,477
-13,716
5183
$404K ﹤0.01%
15,702
-76
5184
$404K ﹤0.01%
20,550
-11,020
5185
$402K ﹤0.01%
23,749
-33,134
5186
$402K ﹤0.01%
9,146
-1,069
5187
$402K ﹤0.01%
328,788
-293,179
5188
$401K ﹤0.01%
39,656
-255
5189
$400K ﹤0.01%
15,118
-1,771
5190
$398K ﹤0.01%
408,775
-643,548
5191
$398K ﹤0.01%
54,059
+40,783
5192
$397K ﹤0.01%
8,712
-11,483
5193
$396K ﹤0.01%
58,318
+32,809
5194
$395K ﹤0.01%
44,876
+2,695
5195
$394K ﹤0.01%
15,681
+1,581
5196
$393K ﹤0.01%
97,367
-87,873
5197
$391K ﹤0.01%
7,723
-180
5198
$390K ﹤0.01%
96,629
-17,499
5199
$389K ﹤0.01%
25,442
-9,853
5200
$389K ﹤0.01%
960
-1,258
206 207
208
209 210