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
5526
$197K ﹤0.01%
8,813
+707
5527
$197K ﹤0.01%
64,570
+7,481
5528
$196K ﹤0.01%
8,968
-1,411
5529
$196K ﹤0.01%
12,662
-1,272
5530
$196K ﹤0.01%
7,083
-3,695
5531
$195K ﹤0.01%
16,894
-4,492
5532
$195K ﹤0.01%
387
+243
5533
$195K ﹤0.01%
18,270
+7,159
5534
$194K ﹤0.01%
23,371
+3,657
5535
$193K ﹤0.01%
7,884
-4,355
5536
$193K ﹤0.01%
2,520
5537
$191K ﹤0.01%
36,274
-9,420
5538
$191K ﹤0.01%
9,507
+41
5539
$191K ﹤0.01%
24,875
+22,140
5540
$191K ﹤0.01%
6,073
-625
5541
$191K ﹤0.01%
6,240
-1,000
5542
$190K ﹤0.01%
7,253
+490
5543
$189K ﹤0.01%
44,516
+11,791
5544
$189K ﹤0.01%
4,667
+3,999
5545
$189K ﹤0.01%
276,611
-46,500
5546
$189K ﹤0.01%
18,914
-5,283
5547
$188K ﹤0.01%
15,654
-7,150
5548
$188K ﹤0.01%
142,730
-35,370
5549
$187K ﹤0.01%
20,343
-54,694
5550
$187K ﹤0.01%
11,959
-25,390
220 221
222
223 224