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
6401
$28K ﹤0.01%
1,041
+820
6402
$28K ﹤0.01%
1,807
-1,000
6403
$28K ﹤0.01%
2,744
+1,078
6404
$28K ﹤0.01%
1,250
6405
$28K ﹤0.01%
1,021
-276
6406
$28K ﹤0.01%
1,075
+639
6407
$28K ﹤0.01%
1,425
6408
$28K ﹤0.01%
+6,667
6409
$28K ﹤0.01%
1,717
-873
6410
$28K ﹤0.01%
2,582
-331
6411
$28K ﹤0.01%
4,470
+4,129
6412
$28K ﹤0.01%
2,662
-360
6413
$28K ﹤0.01%
1,173
6414
$28K ﹤0.01%
4,062
-100
6415
$28K ﹤0.01%
1,701
-500
6416
$28K ﹤0.01%
12,646
+2
6417
$27K ﹤0.01%
915
-71
6418
$27K ﹤0.01%
3,124
6419
$27K ﹤0.01%
15,608
-69,560
6420
$27K ﹤0.01%
4,202
-7,563
6421
$27K ﹤0.01%
8,061
+433
6422
$27K ﹤0.01%
3,884
-5,636
6423
$27K ﹤0.01%
1,290
-2,074
6424
$27K ﹤0.01%
+2,710
6425
$27K ﹤0.01%
4,141
+200
255 256
257
258 259