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
3401
$6.53M ﹤0.01%
217,468
+1,502
3402
$6.52M ﹤0.01%
520,618
-152,735
3403
$6.51M ﹤0.01%
2,726,052
-1,105,411
3404
$6.51M ﹤0.01%
143,875
-1,289
3405
$6.5M ﹤0.01%
206,946
+22,975
3406
$6.5M ﹤0.01%
197,128
+9,877
3407
$6.5M ﹤0.01%
315,040
-3,312
3408
$6.5M ﹤0.01%
681,735
+277,926
3409
$6.5M ﹤0.01%
327,782
+10,129
3410
$6.5M ﹤0.01%
969,417
+257,208
3411
$6.49M ﹤0.01%
859,970
+320,811
3412
$6.49M ﹤0.01%
225,698
-82,611
3413
$6.49M ﹤0.01%
1,891,069
+344,166
3414
$6.48M ﹤0.01%
267,696
+26,470
3415
$6.48M ﹤0.01%
703,972
+503,321
3416
$6.46M ﹤0.01%
237,686
+18,287
3417
$6.45M ﹤0.01%
4,152,469
+611,574
3418
$6.45M ﹤0.01%
657,085
+57,591
3419
$6.45M ﹤0.01%
188,572
-57,844
3420
$6.45M ﹤0.01%
397,542
+38,473
3421
$6.44M ﹤0.01%
843,244
+43
3422
$6.43M ﹤0.01%
2,770,099
+2,072,185
3423
$6.43M ﹤0.01%
830,342
+95,625
3424
$6.42M ﹤0.01%
181,508
+46,519
3425
$6.42M ﹤0.01%
511,441
+65,959
135 136
137
138 139