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
5251
$353K ﹤0.01%
124,793
-142,089
5252
$353K ﹤0.01%
35,296
-14,072
5253
$353K ﹤0.01%
10,411
-1,618
5254
$351K ﹤0.01%
89,396
+10,755
5255
$351K ﹤0.01%
74,538
-111,141
5256
$351K ﹤0.01%
104,747
-1,917
5257
$350K ﹤0.01%
12,536
-6,260
5258
$349K ﹤0.01%
26,809
+9,832
5259
$348K ﹤0.01%
28,253
-10,905
5260
$348K ﹤0.01%
220,689
-927,510
5261
$347K ﹤0.01%
9,406
-327
5262
$347K ﹤0.01%
50,687
+26,569
5263
$346K ﹤0.01%
7,508
-1,854
5264
$345K ﹤0.01%
93,282
-335,906
5265
$344K ﹤0.01%
74,257
-106,344
5266
$343K ﹤0.01%
32,631
+3,871
5267
$342K ﹤0.01%
51,487
-600
5268
$340K ﹤0.01%
54,945
-57,210
5269
$339K ﹤0.01%
322,233
-324,119
5270
$338K ﹤0.01%
463,152
-433,189
5271
$336K ﹤0.01%
16,055
-1,997
5272
$336K ﹤0.01%
146,782
-63,264
5273
$335K ﹤0.01%
66,271
+3,042
5274
$334K ﹤0.01%
76,201
-65,143
5275
$334K ﹤0.01%
53,060
+10,712
209 210
211
212 213