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
6576
$19K ﹤0.01%
3,631
6577
$19K ﹤0.01%
1,188
6578
$19K ﹤0.01%
+678
6579
$18K ﹤0.01%
20,077
-89,519
6580
$18K ﹤0.01%
40
6581
$18K ﹤0.01%
2,831
-644
6582
$18K ﹤0.01%
1,471
+1,250
6583
$18K ﹤0.01%
965
+142
6584
$18K ﹤0.01%
540
6585
$18K ﹤0.01%
4,814
-60
6586
$18K ﹤0.01%
2,545
-20,698
6587
$18K ﹤0.01%
259
-8
6588
$18K ﹤0.01%
+548
6589
$18K ﹤0.01%
430
6590
$18K ﹤0.01%
232
-100
6591
$18K ﹤0.01%
501
6592
$18K ﹤0.01%
3,037
-5,899
6593
$18K ﹤0.01%
2,507
+32
6594
$18K ﹤0.01%
3,081
+92
6595
$18K ﹤0.01%
330
6596
$18K ﹤0.01%
1,133
-3,162
6597
$18K ﹤0.01%
1,800
-1,000
6598
$18K ﹤0.01%
+9,396
6599
$17K ﹤0.01%
20
+1
6600
$17K ﹤0.01%
+875
262 263
264
265 266