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
5401
$259K ﹤0.01%
11,800
+608
5402
$259K ﹤0.01%
157,715
-15,802
5403
$259K ﹤0.01%
14,986
-1,318
5404
$259K ﹤0.01%
13,943
-653
5405
$257K ﹤0.01%
52,289
-1,975
5406
$257K ﹤0.01%
20,838
-5,935
5407
$257K ﹤0.01%
17,646
-68
5408
$257K ﹤0.01%
5,203
-32,337
5409
$256K ﹤0.01%
3,411
+660
5410
$255K ﹤0.01%
171,813
+104,361
5411
$254K ﹤0.01%
48,362
+19,192
5412
$253K ﹤0.01%
10,242
-1,185
5413
$253K ﹤0.01%
77,614
+26,224
5414
$253K ﹤0.01%
23,453
-862
5415
$252K ﹤0.01%
11,611
-626
5416
$252K ﹤0.01%
21,634
-11,924
5417
$251K ﹤0.01%
17,904
+2,649
5418
$251K ﹤0.01%
83,237
+6,442
5419
$251K ﹤0.01%
5,404
+1,029
5420
$251K ﹤0.01%
43,453
+18,133
5421
$251K ﹤0.01%
14,829
-2,249
5422
$251K ﹤0.01%
270,273
-649,085
5423
$250K ﹤0.01%
25,265
+21,870
5424
$250K ﹤0.01%
49,723
-2,657
5425
$250K ﹤0.01%
52,162
+22,015
215 216
217
218 219