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
3501
$5.91M ﹤0.01%
227,917
+17,746
3502
$5.9M ﹤0.01%
877,774
+62,708
3503
$5.9M ﹤0.01%
71,992
-87,121
3504
$5.89M ﹤0.01%
201,481
+134,611
3505
$5.89M ﹤0.01%
357,009
+6,333
3506
$5.88M ﹤0.01%
526,735
+99,440
3507
$5.87M ﹤0.01%
208,385
-33,538
3508
$5.85M ﹤0.01%
226,042
+8,343
3509
$5.85M ﹤0.01%
430,419
-796
3510
$5.85M ﹤0.01%
303,632
+198,395
3511
$5.84M ﹤0.01%
518,275
-58,672
3512
$5.82M ﹤0.01%
216,565
+16,089
3513
$5.82M ﹤0.01%
324,154
-535,051
3514
$5.81M ﹤0.01%
428,403
-180,366
3515
$5.81M ﹤0.01%
504,246
-317,956
3516
$5.81M ﹤0.01%
567,760
+22,647
3517
$5.8M ﹤0.01%
559,799
+207,485
3518
$5.79M ﹤0.01%
116,647
+64,944
3519
$5.78M ﹤0.01%
282,679
+17,647
3520
$5.78M ﹤0.01%
129,756
-22,171
3521
$5.78M ﹤0.01%
109,710
+7,501
3522
$5.77M ﹤0.01%
371,604
+55,426
3523
$5.77M ﹤0.01%
218,796
+57,126
3524
$5.77M ﹤0.01%
919,102
-130,061
3525
$5.76M ﹤0.01%
292,722
+167,402
139 140
141
142 143