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
5976
$79K ﹤0.01%
4,825
-1,158
5977
$78K ﹤0.01%
136
-91
5978
$78K ﹤0.01%
2,813
-67,838
5979
$78K ﹤0.01%
45,742
-301,079
5980
$78K ﹤0.01%
36,092
-1,461
5981
$77K ﹤0.01%
2,624
-300
5982
$77K ﹤0.01%
1,825
5983
$77K ﹤0.01%
14,318
+3,681
5984
$77K ﹤0.01%
13,208
+3,433
5985
$77K ﹤0.01%
7,211
-1,546
5986
$76K ﹤0.01%
2,088
-75,887
5987
$76K ﹤0.01%
166
-36
5988
$76K ﹤0.01%
59,512
-7,007
5989
$76K ﹤0.01%
11
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5990
$76K ﹤0.01%
10,254
-320
5991
$76K ﹤0.01%
1,774
-255
5992
$75K ﹤0.01%
5,766
+2,148
5993
$75K ﹤0.01%
6,144
+2,999
5994
$75K ﹤0.01%
+11,941
5995
$75K ﹤0.01%
3,127
+609
5996
$75K ﹤0.01%
3,890
-5,564
5997
$75K ﹤0.01%
3,334
+3,250
5998
$74K ﹤0.01%
5,568
-311
5999
$74K ﹤0.01%
2,691
+206
6000
$74K ﹤0.01%
2,558
-7,361
238 239
240
241 242