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
5351
$292K ﹤0.01%
36,062
-4,279
5352
$289K ﹤0.01%
71,678
-2,925
5353
$289K ﹤0.01%
2,824
-2,373
5354
$288K ﹤0.01%
16,484
-1,080
5355
$287K ﹤0.01%
4,877
-500
5356
$286K ﹤0.01%
44,048
+41,954
5357
$285K ﹤0.01%
6,187
+3,842
5358
$285K ﹤0.01%
39,375
+4,469
5359
$285K ﹤0.01%
181,552
-118,332
5360
$284K ﹤0.01%
14,935
-5,251
5361
$283K ﹤0.01%
149,315
-144,162
5362
$283K ﹤0.01%
166,849
+117,641
5363
$283K ﹤0.01%
463,663
5364
$282K ﹤0.01%
43,757
+4,481
5365
$282K ﹤0.01%
66,192
-22,104
5366
$281K ﹤0.01%
9,038
+7,920
5367
$280K ﹤0.01%
89,572
+36,491
5368
$280K ﹤0.01%
20,725
+17,477
5369
$279K ﹤0.01%
108,904
-9,121
5370
$279K ﹤0.01%
23,221
-843
5371
$279K ﹤0.01%
12,557
+750
5372
$278K ﹤0.01%
33,876
+10,716
5373
$277K ﹤0.01%
43,398
-2,289
5374
$276K ﹤0.01%
6,799
-1,259
5375
$276K ﹤0.01%
8,576
-2,358
213 214
215
216 217