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
3526
$5.75M ﹤0.01%
260,348
-526,762
3527
$5.75M ﹤0.01%
300,938
+140,042
3528
$5.73M ﹤0.01%
1,042,264
-546,306
3529
$5.73M ﹤0.01%
2,357,621
+1,498,858
3530
$5.73M ﹤0.01%
146,518
+17,147
3531
$5.73M ﹤0.01%
216,837
-46,449
3532
$5.72M ﹤0.01%
158,452
-839,620
3533
$5.72M ﹤0.01%
203,383
-278,644
3534
$5.71M ﹤0.01%
256,301
+85,825
3535
$5.69M ﹤0.01%
1,767,556
-1,393,071
3536
$5.69M ﹤0.01%
489,336
+10,717
3537
$5.68M ﹤0.01%
268,889
-15,464
3538
$5.68M ﹤0.01%
162,711
-434
3539
$5.67M ﹤0.01%
139,953
+9,040
3540
$5.66M ﹤0.01%
145,175
-8,908
3541
$5.65M ﹤0.01%
319,963
+17,100
3542
$5.65M ﹤0.01%
535,195
-43,062
3543
$5.64M ﹤0.01%
215,123
+10,656
3544
$5.64M ﹤0.01%
112,468
-8,396
3545
$5.64M ﹤0.01%
230,197
-200,550
3546
$5.64M ﹤0.01%
61,784
-4,159
3547
$5.63M ﹤0.01%
333,830
+18,363
3548
$5.62M ﹤0.01%
224,038
+14,965
3549
$5.61M ﹤0.01%
312,558
+18,229
3550
$5.61M ﹤0.01%
285,458
+54,724
140 141
142
143 144