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
5726
$130K ﹤0.01%
10,200
5727
$129K ﹤0.01%
149,091
+43,954
5728
$129K ﹤0.01%
17,009
-1,035
5729
$129K ﹤0.01%
13,000
5730
$129K ﹤0.01%
261,670
+65,334
5731
$129K ﹤0.01%
2,950
-275
5732
$128K ﹤0.01%
450
-982
5733
$128K ﹤0.01%
35,555
-400
5734
$128K ﹤0.01%
181,899
+79,153
5735
$128K ﹤0.01%
173
+81
5736
$128K ﹤0.01%
50,247
-26,985
5737
$128K ﹤0.01%
8,218
+1,297
5738
$128K ﹤0.01%
2,520
+388
5739
$127K ﹤0.01%
20,001
+19,569
5740
– –
0
5741
$127K ﹤0.01%
1,755
+729
5742
$127K ﹤0.01%
9,007
-14,218
5743
$127K ﹤0.01%
19,732
+575
5744
$127K ﹤0.01%
36,388
-9,338
5745
$127K ﹤0.01%
1,913
+250
5746
$126K ﹤0.01%
13,619
+6,627
5747
$126K ﹤0.01%
13,999
-347
5748
$126K ﹤0.01%
5,579
+929
5749
$125K ﹤0.01%
3,630
+630
5750
$125K ﹤0.01%
4,492
+845
228 229
230
231 232