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
5826
$107K ﹤0.01%
4,587
-1,097
5827
$107K ﹤0.01%
3,615
+813
5828
$107K ﹤0.01%
+7,408
5829
$106K ﹤0.01%
53,003
-499
5830
$105K ﹤0.01%
16,128
-9,231
5831
$105K ﹤0.01%
3,552
-16,992
5832
$105K ﹤0.01%
9,141
-40,310
5833
$105K ﹤0.01%
8,436
+6,397
5834
$105K ﹤0.01%
+10,158
5835
$105K ﹤0.01%
50,920
5836
$104K ﹤0.01%
88,922
-44,376
5837
$104K ﹤0.01%
8,345
-2,834
5838
$104K ﹤0.01%
46,750
-9,250
5839
$104K ﹤0.01%
4,447
-430
5840
$103K ﹤0.01%
11,822
-15,936
5841
$103K ﹤0.01%
15,606
-35
5842
$103K ﹤0.01%
5,063
-2,057
5843
$103K ﹤0.01%
5,438
5844
$102K ﹤0.01%
421
-272
5845
$102K ﹤0.01%
10,399
-26,756
5846
$102K ﹤0.01%
3,898
-4,880
5847
$102K ﹤0.01%
3,392
-395
5848
$102K ﹤0.01%
17,931
-248,455
5849
$101K ﹤0.01%
4,130
+1,430
5850
$101K ﹤0.01%
18,104
+12,978
232 233
234
235 236