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
5476
$225K ﹤0.01%
212,154
+197,022
5477
$225K ﹤0.01%
22,547
-3,671
5478
$224K ﹤0.01%
5,989
+2,858
5479
$224K ﹤0.01%
4,089
+57
5480
$224K ﹤0.01%
24,076
+5,771
5481
$222K ﹤0.01%
15,840
+10,480
5482
$221K ﹤0.01%
2,913
-724
5483
$221K ﹤0.01%
4,406
+3,221
5484
$220K ﹤0.01%
5,840
+326
5485
$220K ﹤0.01%
21,909
-30,636
5486
$219K ﹤0.01%
1,897
+602
5487
$219K ﹤0.01%
481
-732
5488
$219K ﹤0.01%
21,616
+2,445
5489
$217K ﹤0.01%
8,622
-527
5490
$217K ﹤0.01%
24,016
+17,273
5491
$216K ﹤0.01%
2,059
-1,878
5492
$216K ﹤0.01%
14,076
-5,023
5493
$215K ﹤0.01%
6,712
-21,752
5494
$215K ﹤0.01%
10,769
-3,703
5495
$214K ﹤0.01%
7,943
-56,794
5496
$214K ﹤0.01%
73,280
-4,969
5497
$212K ﹤0.01%
7,127
+1,632
5498
$211K ﹤0.01%
704
+586
5499
$211K ﹤0.01%
17,754
+3,558
5500
$211K ﹤0.01%
342,068
-227,646
218 219
220
221 222