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
5301
$321K ﹤0.01%
6,560
-325
5302
$321K ﹤0.01%
21,375
+537
5303
$320K ﹤0.01%
4,772
+2,331
5304
$320K ﹤0.01%
21,152
+16,517
5305
$319K ﹤0.01%
12,755
+4,425
5306
$319K ﹤0.01%
19,100
-48,689
5307
$318K ﹤0.01%
18,116
-78,156
5308
$318K ﹤0.01%
151,421
-253,190
5309
$317K ﹤0.01%
25,871
-8,848
5310
$315K ﹤0.01%
6,688
-3,962
5311
$314K ﹤0.01%
5,233
-925
5312
$314K ﹤0.01%
15,328
+12,245
5313
$313K ﹤0.01%
148,290
+128,449
5314
$312K ﹤0.01%
14,162
-966
5315
$312K ﹤0.01%
1,076
5316
$311K ﹤0.01%
35,152
-8,724
5317
$310K ﹤0.01%
52,108
-69,087
5318
$307K ﹤0.01%
11,536
+146
5319
$306K ﹤0.01%
9,371
-5,089
5320
$305K ﹤0.01%
35,904
-13,880
5321
$305K ﹤0.01%
323,917
-1,025,270
5322
$304K ﹤0.01%
22,771
-1,930
5323
$303K ﹤0.01%
45,692
+11,582
5324
$303K ﹤0.01%
250,635
-348,822
5325
$302K ﹤0.01%
19,768
-42,551
211 212
213
214 215