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
5851
$101K ﹤0.01%
6
+1
5852
$101K ﹤0.01%
7,590
-2,237
5853
$101K ﹤0.01%
14,206
+8,047
5854
$101K ﹤0.01%
10,433
-5,705
5855
$101K ﹤0.01%
2,305
-218
5856
$100K ﹤0.01%
36,641
-47,352
5857
$100K ﹤0.01%
2,286
-528
5858
$100K ﹤0.01%
4,475
-98,446
5859
$100K ﹤0.01%
3,091
-733
5860
$99K ﹤0.01%
1,192
+1,104
5861
$98K ﹤0.01%
7,431
5862
$98K ﹤0.01%
17,942
-13,897
5863
$98K ﹤0.01%
+3,000
5864
$97K ﹤0.01%
5,447
-1,609
5865
$97K ﹤0.01%
1,908
+1,802
5866
$97K ﹤0.01%
20,975
+3,555
5867
$97K ﹤0.01%
8,457
-273
5868
$97K ﹤0.01%
10,705
+8,204
5869
$97K ﹤0.01%
3,500
-767
5870
$97K ﹤0.01%
13,645
-13,413
5871
$97K ﹤0.01%
13,950
-11,075
5872
$96K ﹤0.01%
4,308
5873
$96K ﹤0.01%
3,614
+719
5874
$96K ﹤0.01%
3,235
+2,044
5875
$96K ﹤0.01%
14,588
-4,265
233 234
235
236 237