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
5801
$112K ﹤0.01%
5,991
-1,107
5802
$111K ﹤0.01%
2,487
-132
5803
$111K ﹤0.01%
3,250
-7,193
5804
$111K ﹤0.01%
98
5805
$111K ﹤0.01%
3,607
+550
5806
$111K ﹤0.01%
4,479
-2,594
5807
$111K ﹤0.01%
162,407
-39,698
5808
$110K ﹤0.01%
974
+18
5809
$110K ﹤0.01%
27,026
-24,825
5810
$110K ﹤0.01%
347,518
-309,021
5811
$110K ﹤0.01%
169,420
+47,520
5812
$110K ﹤0.01%
12,522
-914
5813
$110K ﹤0.01%
55,146
+54,145
5814
$109K ﹤0.01%
5,113
-12,600
5815
$109K ﹤0.01%
14,660
-24,017
5816
$109K ﹤0.01%
1,770
5817
$109K ﹤0.01%
17,610
-37,964
5818
$108K ﹤0.01%
6,659
-248
5819
$108K ﹤0.01%
5,658
-252
5820
$108K ﹤0.01%
478,101
5821
$108K ﹤0.01%
4,968
+509
5822
$108K ﹤0.01%
17,264
+6,886
5823
$108K ﹤0.01%
3,469
-515
5824
$108K ﹤0.01%
53,425
-38,046
5825
$107K ﹤0.01%
+17,342
231 232
233
234 235