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
3476
$6.09M ﹤0.01%
926,028
-153,527
3477
$6.08M ﹤0.01%
1,602,692
+306,942
3478
$6.07M ﹤0.01%
598,665
+205,080
3479
$6.07M ﹤0.01%
313,725
-211,054
3480
$6.05M ﹤0.01%
1,103,306
+85,072
3481
$6.04M ﹤0.01%
690,982
-181,467
3482
$6.04M ﹤0.01%
1,835,426
-127,818
3483
$6.04M ﹤0.01%
713,856
-48,808
3484
$6.03M ﹤0.01%
139,065
+1,673
3485
$6.03M ﹤0.01%
174,804
-7,775
3486
$6.03M ﹤0.01%
1,285,743
+134,882
3487
$6.03M ﹤0.01%
236,506
+69,960
3488
$6.03M ﹤0.01%
538,530
+89,857
3489
$6.03M ﹤0.01%
227,136
+30,231
3490
$6.01M ﹤0.01%
203,352
+11,008
3491
$6M ﹤0.01%
1,285,396
-17,572,096
3492
$6M ﹤0.01%
176,548
+61,177
3493
$5.99M ﹤0.01%
793,394
+208,263
3494
$5.99M ﹤0.01%
270,878
+9,014
3495
$5.97M ﹤0.01%
492,096
-60,971
3496
$5.96M ﹤0.01%
292,934
+21,880
3497
$5.95M ﹤0.01%
135,139
-18,699
3498
$5.94M ﹤0.01%
1,372,498
+524,093
3499
$5.93M ﹤0.01%
54,395
+13,779
3500
$5.92M ﹤0.01%
760,637
-88,690
138 139
140
141 142