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
5326
$302K ﹤0.01%
34,068
-4,294
5327
$302K ﹤0.01%
226,649
-308,080
5328
$302K ﹤0.01%
18,454
+578
5329
$302K ﹤0.01%
724
5330
$302K ﹤0.01%
1,178
-253
5331
$301K ﹤0.01%
244,345
-17,500
5332
$301K ﹤0.01%
30,837
-24,022
5333
$301K ﹤0.01%
47,536
-5,740
5334
$301K ﹤0.01%
3,402
-12,229
5335
$301K ﹤0.01%
11,691
-180
5336
$300K ﹤0.01%
5,463
-211
5337
$299K ﹤0.01%
10,529
-7,218
5338
$298K ﹤0.01%
191,321
+8,168
5339
$297K ﹤0.01%
107,756
+12,354
5340
$297K ﹤0.01%
34,328
-36,248
5341
$297K ﹤0.01%
49,286
+12,337
5342
$297K ﹤0.01%
71,977
-3,362
5343
$296K ﹤0.01%
82,493
-3,233
5344
$296K ﹤0.01%
34,438
+34,026
5345
$296K ﹤0.01%
19,979
+1,247
5346
$295K ﹤0.01%
6,607
-1,496
5347
$295K ﹤0.01%
56,095
-181,512
5348
$295K ﹤0.01%
53,927
+22,503
5349
$294K ﹤0.01%
22,522
+2,915
5350
$294K ﹤0.01%
23,605
-9,323
212 213
214
215 216