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
5501
$210K ﹤0.01%
8,296
-7,118
5502
$210K ﹤0.01%
+41,552
5503
$208K ﹤0.01%
38,638
-102,734
5504
$208K ﹤0.01%
56,925
+5,162
5505
$208K ﹤0.01%
13,998
-704
5506
$207K ﹤0.01%
6,345
5507
$207K ﹤0.01%
8,882
+792
5508
$205K ﹤0.01%
9,162
-285
5509
$204K ﹤0.01%
2,433
-2,733
5510
$204K ﹤0.01%
30,157
-28,914
5511
$204K ﹤0.01%
2,212
+925
5512
$203K ﹤0.01%
17,341
-7,449
5513
$203K ﹤0.01%
7,263
+360
5514
$203K ﹤0.01%
21,961
-17,463
5515
$203K ﹤0.01%
922
+114
5516
$203K ﹤0.01%
13,941
5517
$202K ﹤0.01%
15,601
-1,991
5518
$202K ﹤0.01%
15,555
+5,331
5519
$202K ﹤0.01%
19,408
5520
$201K ﹤0.01%
7,914
-1,047
5521
$200K ﹤0.01%
34,299
-82,377
5522
$200K ﹤0.01%
44,494
-2,136
5523
$199K ﹤0.01%
37,248
-3,796
5524
$198K ﹤0.01%
3,409
-21,352
5525
$198K ﹤0.01%
2,468
219 220
221
222 223