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
6176
$50K ﹤0.01%
+15,000
6177
$50K ﹤0.01%
+1,763
6178
$50K ﹤0.01%
2,388
+2,038
6179
$50K ﹤0.01%
1,392
-1,339
6180
$50K ﹤0.01%
45,271
-3,500
6181
$49K ﹤0.01%
1,750
6182
$49K ﹤0.01%
2,750
-5,847
6183
$49K ﹤0.01%
10,834
+5,608
6184
$49K ﹤0.01%
25,627
+5,979
6185
$49K ﹤0.01%
6,161
6186
$49K ﹤0.01%
1,147
+412
6187
$49K ﹤0.01%
24,234
+22,013
6188
$49K ﹤0.01%
4,713
-200
6189
$48K ﹤0.01%
2,512
-1,000
6190
$48K ﹤0.01%
5,200
-300
6191
$48K ﹤0.01%
5,239
-1,383
6192
$48K ﹤0.01%
6,800
6193
$48K ﹤0.01%
8,957
-440
6194
$48K ﹤0.01%
24,962
-46,689
6195
$48K ﹤0.01%
41,925
-68,027
6196
$48K ﹤0.01%
85
+61
6197
$48K ﹤0.01%
4,738
-2,635
6198
$48K ﹤0.01%
16,655
-19,846
6199
$48K ﹤0.01%
983
+422
6200
$48K ﹤0.01%
+1,672
246 247
248
249 250