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
3426
$6.42M ﹤0.01%
268,145
+87,705
3427
$6.4M ﹤0.01%
396,480
+4,842
3428
$6.4M ﹤0.01%
61,394
-20,505
3429
$6.4M ﹤0.01%
327,702
+68,195
3430
$6.39M ﹤0.01%
233,120
+1,868
3431
$6.37M ﹤0.01%
127,359
-6,882
3432
$6.37M ﹤0.01%
755,216
-87,106
3433
$6.36M ﹤0.01%
1,441,608
+375,301
3434
$6.36M ﹤0.01%
495,185
+46,290
3435
$6.36M ﹤0.01%
303,059
+45,459
3436
$6.35M ﹤0.01%
447,279
-87,632
3437
$6.35M ﹤0.01%
140,491
+28,316
3438
$6.35M ﹤0.01%
121,031
+7,152
3439
$6.34M ﹤0.01%
290,805
-270,557
3440
$6.32M ﹤0.01%
534,128
+31,385
3441
$6.32M ﹤0.01%
530,491
-124,919
3442
$6.32M ﹤0.01%
1,761,677
+536,647
3443
$6.32M ﹤0.01%
125,436
-52,734
3444
$6.32M ﹤0.01%
58,871
+10,831
3445
$6.3M ﹤0.01%
975,821
-24,136
3446
$6.3M ﹤0.01%
311,596
+5,250
3447
$6.28M ﹤0.01%
567,950
-9,704
3448
$6.27M ﹤0.01%
435,441
-4,925
3449
$6.27M ﹤0.01%
1,029,258
-363,079
3450
$6.26M ﹤0.01%
480,542
-101,563
136 137
138
139 140