Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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
+24.69%
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
+$836M
2
+$748M
3
+$560M
4
MMM icon
3M
MMM
+$558M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$535M

Top Sells

1
+$568M
2
+$557M
3
+$516M
4
BMY icon
Bristol-Myers Squibb
BMY
+$479M
5
U icon
Unity
U
+$476M

Sector Composition

1 Technology 17.72%
2 Healthcare 11.34%
3 Financials 9.38%
4 Consumer Discretionary 8.3%
5 Communication Services 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3251
$7.53M ﹤0.01%
92,215
-1,498
3252
$7.51M ﹤0.01%
133,840
-3,767
3253
$7.51M ﹤0.01%
338,746
-116,937
3254
$7.48M ﹤0.01%
535,948
-118,562
3255
$7.47M ﹤0.01%
476,897
+67,671
3256
$7.46M ﹤0.01%
726,286
-72,099
3257
$7.46M ﹤0.01%
1,593,318
+118,036
3258
$7.46M ﹤0.01%
264,843
-3,031
3259
$7.45M ﹤0.01%
161,661
+27,695
3260
$7.45M ﹤0.01%
842,394
-31,559
3261
$7.44M ﹤0.01%
1,119,902
-29,484
3262
$7.43M ﹤0.01%
256,576
+12,462
3263
$7.43M ﹤0.01%
49,374
+136
3264
$7.42M ﹤0.01%
267,117
+130,701
3265
$7.41M ﹤0.01%
178,409
-30,029
3266
$7.4M ﹤0.01%
364,633
+16,093
3267
$7.39M ﹤0.01%
555,388
+85,571
3268
$7.39M ﹤0.01%
286,539
-29,234
3269
$7.38M ﹤0.01%
215,455
-19,128
3270
$7.38M ﹤0.01%
492,172
-113,310
3271
$7.37M ﹤0.01%
153,524
+840
3272
$7.36M ﹤0.01%
1,128,988
+121,189
3273
$7.33M ﹤0.01%
127,351
-10,142
3274
$7.33M ﹤0.01%
323,653
+155,332
3275
$7.33M ﹤0.01%
758,608
+210,630
129 130
131
132 133