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
3551
$5.61M ﹤0.01%
373,967
-1,541
3552
$5.6M ﹤0.01%
492,496
+76,451
3553
$5.59M ﹤0.01%
625,107
-174,144
3554
$5.59M ﹤0.01%
286,468
-38,284
3555
$5.59M ﹤0.01%
594,744
+195,932
3556
$5.59M ﹤0.01%
475,769
-17,407
3557
$5.58M ﹤0.01%
32,915
+108
3558
$5.58M ﹤0.01%
298,459
+16,589
3559
$5.56M ﹤0.01%
407,347
+8,914
3560
$5.56M ﹤0.01%
334,398
-171,121
3561
$5.55M ﹤0.01%
742,104
-39,222
3562
$5.55M ﹤0.01%
844,670
+60,431
3563
$5.54M ﹤0.01%
485,082
-91,007
3564
$5.54M ﹤0.01%
133,399
+87,664
3565
$5.53M ﹤0.01%
1,866,930
-165,540
3566
$5.53M ﹤0.01%
164,245
+6,008
3567
$5.52M ﹤0.01%
87,139
+8,275
3568
$5.51M ﹤0.01%
173,761
+45,842
3569
$5.51M ﹤0.01%
1,573,649
+397,181
3570
$5.49M ﹤0.01%
146,433
-52,471
3571
$5.49M ﹤0.01%
478,073
+82,791
3572
$5.47M ﹤0.01%
267,668
-78,214
3573
$5.47M ﹤0.01%
420,686
-36,244
3574
$5.47M ﹤0.01%
615,037
+6,246
3575
$5.46M ﹤0.01%
303,420
+47,955
141 142
143
144 145