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
5776
$119K ﹤0.01%
4,281
5777
$118K ﹤0.01%
3,980
5778
$118K ﹤0.01%
5,075
+909
5779
$118K ﹤0.01%
52,393
-882
5780
$117K ﹤0.01%
473
-255
5781
$117K ﹤0.01%
3,534
-246
5782
$117K ﹤0.01%
189
+18
5783
$117K ﹤0.01%
2,497
5784
$116K ﹤0.01%
18,027
+2,912
5785
$116K ﹤0.01%
16,098
-14,010
5786
$116K ﹤0.01%
499
+187
5787
$116K ﹤0.01%
53,791
+37,214
5788
$116K ﹤0.01%
24,488
-3,507
5789
$115K ﹤0.01%
2,532
+558
5790
$114K ﹤0.01%
12,708
5791
$114K ﹤0.01%
56,852
+10,254
5792
$113K ﹤0.01%
3,650
5793
$113K ﹤0.01%
4,271
+2,492
5794
$113K ﹤0.01%
1,631
-2,075
5795
$113K ﹤0.01%
53,210
+4,093
5796
$113K ﹤0.01%
5,724
+3,580
5797
$113K ﹤0.01%
49,040
+32,118
5798
$112K ﹤0.01%
5,052
-442
5799
$112K ﹤0.01%
50,908
-158,830
5800
$112K ﹤0.01%
28,337
-23,968
230 231
232
233 234