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
6526
– –
0
6527
$21K ﹤0.01%
8,158
-6,921
6528
$21K ﹤0.01%
84
-156
6529
$21K ﹤0.01%
832
-609
6530
$21K ﹤0.01%
2,100
6531
$21K ﹤0.01%
2,130
6532
$21K ﹤0.01%
2,111
6533
$21K ﹤0.01%
8,895
-2,169
6534
$21K ﹤0.01%
26,325
-2,627
6535
$21K ﹤0.01%
4,600
-1
6536
$21K ﹤0.01%
697
+37
6537
$21K ﹤0.01%
6,810
+1,215
6538
$21K ﹤0.01%
545
6539
$21K ﹤0.01%
5,734
-4,790
6540
$21K ﹤0.01%
20,111
-94,892
6541
$21K ﹤0.01%
5,001
-3,525
6542
$20K ﹤0.01%
1,584
-1,057
6543
$20K ﹤0.01%
25,000
6544
$20K ﹤0.01%
8,872
+8,259
6545
$20K ﹤0.01%
295
6546
$20K ﹤0.01%
1,000
6547
$20K ﹤0.01%
1,063
6548
$20K ﹤0.01%
1,006
-1,907
6549
$20K ﹤0.01%
1,036
6550
$20K ﹤0.01%
+1,000
260 261
262
263 264