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
3326
$6.99M ﹤0.01%
283,507
+35,839
3327
$6.98M ﹤0.01%
1,153,811
+701,153
3328
$6.97M ﹤0.01%
124,217
-17,759
3329
$6.97M ﹤0.01%
385,137
-92,781
3330
$6.96M ﹤0.01%
328,126
-39,102
3331
$6.95M ﹤0.01%
703,010
+224,007
3332
$6.94M ﹤0.01%
480,023
+6,814
3333
$6.93M ﹤0.01%
137,895
-59,368
3334
$6.92M ﹤0.01%
136,773
+20,469
3335
$6.92M ﹤0.01%
206,463
-44,527
3336
$6.92M ﹤0.01%
539,962
+310,947
3337
$6.91M ﹤0.01%
906,796
-246,984
3338
$6.91M ﹤0.01%
665,538
-37,481
3339
$6.9M ﹤0.01%
380,316
+14,288
3340
$6.89M ﹤0.01%
313,664
-25,875
3341
$6.89M ﹤0.01%
20,315
+532
3342
$6.89M ﹤0.01%
307,390
-4,667
3343
$6.89M ﹤0.01%
313,531
-38,099
3344
$6.88M ﹤0.01%
28,778
+1,199
3345
$6.88M ﹤0.01%
327,569
-372,534
3346
$6.87M ﹤0.01%
275,865
+38,005
3347
$6.86M ﹤0.01%
418,762
-29,314
3348
$6.85M ﹤0.01%
934,994
+283,033
3349
$6.85M ﹤0.01%
156,114
+8,807
3350
$6.85M ﹤0.01%
277,157
-194,590
132 133
134
135 136