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
5751
$125K ﹤0.01%
9,481
+1,511
5752
$125K ﹤0.01%
15,504
-45,943
5753
$125K ﹤0.01%
4,087
-3,461
5754
$124K ﹤0.01%
8,331
+117
5755
$124K ﹤0.01%
3,023
-191
5756
$124K ﹤0.01%
65,715
-7,505
5757
$123K ﹤0.01%
5,420
-1,740
5758
$123K ﹤0.01%
4,236
-5,173
5759
$122K ﹤0.01%
122,943
-300,189
5760
$122K ﹤0.01%
1,319
-3,660
5761
$122K ﹤0.01%
5,669
+1,280
5762
$122K ﹤0.01%
6,660
+1,512
5763
$122K ﹤0.01%
18,200
+14,099
5764
$122K ﹤0.01%
11,698
-1,450
5765
$121K ﹤0.01%
98,478
+6,587
5766
$121K ﹤0.01%
37,690
-41,513
5767
$121K ﹤0.01%
5,780
-655
5768
$121K ﹤0.01%
11,543
-1,320
5769
$121K ﹤0.01%
27,745
-674
5770
$120K ﹤0.01%
39,496
+16,557
5771
$120K ﹤0.01%
25,022
-5,998
5772
$120K ﹤0.01%
28,954
-1,974
5773
$119K ﹤0.01%
37,333
-26,967
5774
$119K ﹤0.01%
32,775
-49,843
5775
$119K ﹤0.01%
129,107
-86,521
229 230
231
232 233