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
5926
$87K ﹤0.01%
3,500
5927
$87K ﹤0.01%
20,838
+7,838
5928
$87K ﹤0.01%
19,409
-215
5929
$86K ﹤0.01%
18,459
-2,232
5930
$86K ﹤0.01%
12,421
-479
5931
$86K ﹤0.01%
1,883
+1,053
5932
$86K ﹤0.01%
3,332
-89,327
5933
$86K ﹤0.01%
3,316
-266
5934
$85K ﹤0.01%
20,393
+14,302
5935
$85K ﹤0.01%
8,563
+1,033
5936
$85K ﹤0.01%
9,132
-14,188
5937
$85K ﹤0.01%
3,000
5938
$85K ﹤0.01%
14,030
+2,772
5939
$85K ﹤0.01%
4,066
-1,042
5940
$85K ﹤0.01%
19,492
+1,000
5941
$85K ﹤0.01%
20,061
-1,000
5942
$85K ﹤0.01%
7,542
-2,835
5943
$84K ﹤0.01%
2,407
-1,018
5944
$84K ﹤0.01%
1,580
-900
5945
$84K ﹤0.01%
11,562
-1,637
5946
$84K ﹤0.01%
2,899
-4,356
5947
$84K ﹤0.01%
20,547
-31,178
5948
$83K ﹤0.01%
32,589
-46,317
5949
$83K ﹤0.01%
1,736
5950
$83K ﹤0.01%
773
236 237
238
239 240