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
3351
$6.84M ﹤0.01%
884,018
-66,136
3352
$6.84M ﹤0.01%
217,573
-148,888
3353
$6.84M ﹤0.01%
67,347
+18,028
3354
$6.84M ﹤0.01%
97,918
-17,024
3355
$6.84M ﹤0.01%
281,252
+66,462
3356
$6.83M ﹤0.01%
2,212,388
-751,761
3357
$6.83M ﹤0.01%
294,336
-7,780
3358
$6.81M ﹤0.01%
1,186,830
-189,718
3359
$6.81M ﹤0.01%
716,957
-19,991
3360
$6.79M ﹤0.01%
1,371,423
+515,120
3361
$6.79M ﹤0.01%
555,209
-18,393
3362
$6.78M ﹤0.01%
168,094
-3,222
3363
$6.78M ﹤0.01%
609,927
-140,885
3364
$6.78M ﹤0.01%
451,944
+3,186
3365
$6.77M ﹤0.01%
156,863
+13,391
3366
$6.77M ﹤0.01%
1,398,556
+101,298
3367
$6.77M ﹤0.01%
1,009,781
+215,070
3368
$6.76M ﹤0.01%
418,743
-405,380
3369
$6.74M ﹤0.01%
163,355
-17,797
3370
$6.74M ﹤0.01%
701,028
-112,108
3371
$6.74M ﹤0.01%
365,704
+13,910
3372
$6.73M ﹤0.01%
58,851
-22,262
3373
$6.73M ﹤0.01%
192,833
-88,580
3374
$6.71M ﹤0.01%
221,011
+27,026
3375
$6.71M ﹤0.01%
253,260
-19,919
133 134
135
136 137