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
3376
$6.71M ﹤0.01%
131,440
-23,400
3377
$6.7M ﹤0.01%
117,213
-7,420
3378
$6.68M ﹤0.01%
216,202
-46,752
3379
$6.67M ﹤0.01%
525,995
+43,507
3380
$6.66M ﹤0.01%
295,195
+75,612
3381
$6.65M ﹤0.01%
616,019
-521,246
3382
$6.65M ﹤0.01%
453,532
+22,814
3383
$6.65M ﹤0.01%
203,068
+12,670
3384
$6.65M ﹤0.01%
415,041
+38,481
3385
$6.64M ﹤0.01%
255,575
+72,969
3386
$6.64M ﹤0.01%
408,771
+90,423
3387
$6.64M ﹤0.01%
157,316
-4,744
3388
$6.64M ﹤0.01%
753,600
-108,315
3389
$6.63M ﹤0.01%
497,430
-431,430
3390
$6.62M ﹤0.01%
62,194
-9,538
3391
$6.62M ﹤0.01%
196,148
+4,352
3392
$6.61M ﹤0.01%
141,526
-5,148
3393
$6.61M ﹤0.01%
310,739
+48,521
3394
$6.59M ﹤0.01%
166,675
-18,579
3395
$6.59M ﹤0.01%
352,108
+150,590
3396
$6.58M ﹤0.01%
584,231
+77,201
3397
$6.58M ﹤0.01%
137,791
-12,019
3398
$6.58M ﹤0.01%
193,253
+54,050
3399
$6.57M ﹤0.01%
180,499
+488
3400
$6.54M ﹤0.01%
513,405
-46,815
134 135
136
137 138