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
5576
$178K ﹤0.01%
5,471
-200
5577
$178K ﹤0.01%
16,364
-6,286
5578
$178K ﹤0.01%
588,807
-11,715
5579
$177K ﹤0.01%
17,250
5580
$177K ﹤0.01%
8,436
-1,505
5581
$177K ﹤0.01%
5,448
-416
5582
$177K ﹤0.01%
10,640
+2,942
5583
$176K ﹤0.01%
12,897
-1,945
5584
$176K ﹤0.01%
50,071
+6,442
5585
$175K ﹤0.01%
62,278
-66,997
5586
$175K ﹤0.01%
44,316
-28,465
5587
$175K ﹤0.01%
16,315
-16,435
5588
$174K ﹤0.01%
75,953
-23,998
5589
$173K ﹤0.01%
10,718
-7,061
5590
$173K ﹤0.01%
42,609
-702,819
5591
$173K ﹤0.01%
+2,387
5592
$173K ﹤0.01%
9,771
-3,779
5593
$173K ﹤0.01%
28,060
+7,550
5594
$173K ﹤0.01%
7,910
+2,888
5595
$172K ﹤0.01%
3,651
+2,533
5596
$172K ﹤0.01%
5,033
+988
5597
$171K ﹤0.01%
9,920
+1,465
5598
$171K ﹤0.01%
8,878
+6,171
5599
$169K ﹤0.01%
6,877
-96
5600
$169K ﹤0.01%
3,473
-46,038
222 223
224
225 226