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
3451
$6.25M ﹤0.01%
1,977,352
+8,168
3452
$6.24M ﹤0.01%
130,122
-33,813
3453
$6.24M ﹤0.01%
556,460
+16,032
3454
$6.23M ﹤0.01%
419,828
+22,769
3455
$6.21M ﹤0.01%
353,340
+31,578
3456
$6.2M ﹤0.01%
376,630
-32,905
3457
$6.2M ﹤0.01%
455,830
+145,914
3458
$6.2M ﹤0.01%
516,910
+36,979
3459
$6.2M ﹤0.01%
264,135
-30,922
3460
$6.2M ﹤0.01%
1,169,618
-54,845
3461
$6.17M ﹤0.01%
675,231
+493,459
3462
$6.16M ﹤0.01%
282,727
+15,837
3463
$6.15M ﹤0.01%
265,386
-22,501
3464
$6.15M ﹤0.01%
145,628
+17,797
3465
$6.15M ﹤0.01%
280,880
+82,716
3466
$6.14M ﹤0.01%
331,586
-73,562
3467
$6.14M ﹤0.01%
346,296
-36,062
3468
$6.13M ﹤0.01%
231,991
+19,682
3469
$6.12M ﹤0.01%
5,573
+522
3470
$6.12M ﹤0.01%
287,870
+9,820
3471
$6.12M ﹤0.01%
648,668
+11,411
3472
$6.11M ﹤0.01%
399,449
-71,572
3473
$6.1M ﹤0.01%
513,949
-21,264
3474
$6.1M ﹤0.01%
56,969
+5,724
3475
$6.09M ﹤0.01%
535,933
-183,139
137 138
139
140 141