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
5426
$249K ﹤0.01%
10,101
-5,649
5427
$248K ﹤0.01%
44,089
+8,631
5428
$248K ﹤0.01%
17,254
+1,721
5429
$247K ﹤0.01%
1,601
-90
5430
$247K ﹤0.01%
7,073
-10,649
5431
$247K ﹤0.01%
12,506
-2,793
5432
$247K ﹤0.01%
1,790
-1,640
5433
$246K ﹤0.01%
11,250
+10,533
5434
$245K ﹤0.01%
69,459
-3,114
5435
$243K ﹤0.01%
6,564
+259
5436
$242K ﹤0.01%
5,441
+1,000
5437
$242K ﹤0.01%
200,824
+6,017
5438
$241K ﹤0.01%
924
-58
5439
$241K ﹤0.01%
54,696
-4,830
5440
$241K ﹤0.01%
252,654
-1,877,743
5441
$240K ﹤0.01%
10,646
-5,204
5442
$240K ﹤0.01%
122,000
-14,877
5443
$239K ﹤0.01%
48,347
-1,584
5444
$239K ﹤0.01%
59,767
-1,330
5445
$238K ﹤0.01%
39,702
+1,820
5446
$237K ﹤0.01%
7,440
+401
5447
$236K ﹤0.01%
9,637
-2,648
5448
$235K ﹤0.01%
1,670
+175
5449
$235K ﹤0.01%
16,208
-17,810
5450
$235K ﹤0.01%
26,938
-60,535
216 217
218
219 220