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
5226
$374K ﹤0.01%
36,456
-70,818
5227
$374K ﹤0.01%
35,631
+3,524
5228
$373K ﹤0.01%
6,885
-5,382
5229
$372K ﹤0.01%
91,704
+300
5230
$371K ﹤0.01%
25,717
-241,774
5231
$370K ﹤0.01%
50,172
+1,517
5232
$368K ﹤0.01%
128,734
-112,481
5233
$367K ﹤0.01%
127,809
-109,463
5234
$367K ﹤0.01%
113,158
-52,700
5235
$365K ﹤0.01%
16,990
+4,423
5236
$365K ﹤0.01%
68,388
-28,979
5237
$365K ﹤0.01%
17,349
+3,116
5238
$364K ﹤0.01%
69,161
-430
5239
$363K ﹤0.01%
92,819
-235,233
5240
$363K ﹤0.01%
6,590
+464
5241
$361K ﹤0.01%
89,274
+22,753
5242
$361K ﹤0.01%
10,519
-1,273
5243
$361K ﹤0.01%
163,068
-128
5244
$361K ﹤0.01%
286,306
-19,340
5245
$360K ﹤0.01%
47,065
+22,057
5246
$358K ﹤0.01%
14,389
-90,903
5247
$358K ﹤0.01%
21,312
-7,890
5248
$357K ﹤0.01%
14,252
+54
5249
$357K ﹤0.01%
139,492
-62,647
5250
$355K ﹤0.01%
477,713
+78,918
208 209
210
211 212