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
5651
$153K ﹤0.01%
1,908
-1,397
5652
$153K ﹤0.01%
25,847
-39,546
5653
$153K ﹤0.01%
143,192
-4,951
5654
$152K ﹤0.01%
183,805
-82,585
5655
$152K ﹤0.01%
19,899
-1,730
5656
$152K ﹤0.01%
234,104
-436,906
5657
$151K ﹤0.01%
7,696
+1,619
5658
$151K ﹤0.01%
13,283
-261
5659
$151K ﹤0.01%
5,791
+5,011
5660
$151K ﹤0.01%
40,936
-16,249
5661
$151K ﹤0.01%
15,041
+182
5662
$150K ﹤0.01%
14,972
+12,948
5663
$150K ﹤0.01%
3,048
-27,922
5664
$150K ﹤0.01%
9,971
-611
5665
$149K ﹤0.01%
123,248
-1,766,493
5666
$149K ﹤0.01%
9,322
-3,954
5667
$149K ﹤0.01%
28,364
+268
5668
$149K ﹤0.01%
29,748
-6,507
5669
$149K ﹤0.01%
8,120
5670
$149K ﹤0.01%
709
+8
5671
$148K ﹤0.01%
28
-26
5672
$148K ﹤0.01%
12,044
-69
5673
$148K ﹤0.01%
68,511
-3,366
5674
$147K ﹤0.01%
444,616
5675
$147K ﹤0.01%
14,817
225 226
227
228 229