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
5951
$83K ﹤0.01%
2,630
+130
5952
$83K ﹤0.01%
23,166
+4,734
5953
$82K ﹤0.01%
3,175
5954
$82K ﹤0.01%
9,706
-23,026
5955
$81K ﹤0.01%
3,194
-36,531
5956
$81K ﹤0.01%
3,102
-1,150
5957
$81K ﹤0.01%
7,227
+409
5958
$81K ﹤0.01%
2,196
+1,763
5959
$81K ﹤0.01%
17,917
-748
5960
$81K ﹤0.01%
5,617
+1
5961
$81K ﹤0.01%
77,884
-16,037
5962
$80K ﹤0.01%
4,968
-151
5963
$80K ﹤0.01%
7,139
5964
$80K ﹤0.01%
7,793
-2,311
5965
$80K ﹤0.01%
5,467
-1,955
5966
$80K ﹤0.01%
2,750
5967
$80K ﹤0.01%
98,112
-5,999
5968
$79K ﹤0.01%
+5
5969
$79K ﹤0.01%
10,043
-1,668
5970
$79K ﹤0.01%
6,146
-4,911
5971
$79K ﹤0.01%
3,588
+745
5972
$79K ﹤0.01%
4,422
-139
5973
$79K ﹤0.01%
61,993
+3,620
5974
$79K ﹤0.01%
48,883
-334,917
5975
$79K ﹤0.01%
5,797
+5,244
237 238
239
240 241