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
6376
$31K ﹤0.01%
4,580
+3,155
6377
$31K ﹤0.01%
900
6378
$30K ﹤0.01%
311
-232
6379
$30K ﹤0.01%
13,421
-23,936
6380
$30K ﹤0.01%
+2,882
6381
$30K ﹤0.01%
3,024
-4,500
6382
$30K ﹤0.01%
+691
6383
$30K ﹤0.01%
11,008
+999
6384
$30K ﹤0.01%
19,254
-39,092
6385
$30K ﹤0.01%
16,059
-4,812
6386
$30K ﹤0.01%
849
6387
$30K ﹤0.01%
478
+201
6388
$30K ﹤0.01%
1,285
6389
$30K ﹤0.01%
29,524
-10,257
6390
$30K ﹤0.01%
384
-1,130
6391
$30K ﹤0.01%
9,691
-361
6392
$30K ﹤0.01%
18,843
+3,542
6393
$29K ﹤0.01%
1,015
-1,872
6394
$29K ﹤0.01%
11,782
+282
6395
$29K ﹤0.01%
5,874
-529,037
6396
$29K ﹤0.01%
7,222
+375
6397
$29K ﹤0.01%
+2,904
6398
$29K ﹤0.01%
10,824
-81,161
6399
$29K ﹤0.01%
1,015
+31
6400
$29K ﹤0.01%
+11,127
254 255
256
257 258