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
6026
$69K ﹤0.01%
2,562
+378
6027
$69K ﹤0.01%
66,048
+21,888
6028
$69K ﹤0.01%
2,438
+1,108
6029
$69K ﹤0.01%
950
-490
6030
$69K ﹤0.01%
2,934
+432
6031
$68K ﹤0.01%
6,877
6032
$67K ﹤0.01%
982
-2,100
6033
$67K ﹤0.01%
8,933
+1,633
6034
$67K ﹤0.01%
5,000
6035
$67K ﹤0.01%
2,606
+350
6036
$67K ﹤0.01%
1,535
+329
6037
$67K ﹤0.01%
16,494
-23,770
6038
$67K ﹤0.01%
11,583
-6,922
6039
$67K ﹤0.01%
12,569
-21,947
6040
$67K ﹤0.01%
39,925
-4,906
6041
$67K ﹤0.01%
2,270
+1,970
6042
$67K ﹤0.01%
20,793
-14,034
6043
$67K ﹤0.01%
22,610
-12,595
6044
$66K ﹤0.01%
53,007
+5,207
6045
$66K ﹤0.01%
3,823
+163
6046
$66K ﹤0.01%
2,306
6047
$66K ﹤0.01%
6,750
+4,250
6048
$66K ﹤0.01%
8,230
-25,770
6049
$66K ﹤0.01%
32,603
-2,063
6050
$66K ﹤0.01%
297,355
-93,900
240 241
242
243 244