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
3576
$5.46M ﹤0.01%
617,010
+111,613
3577
$5.46M ﹤0.01%
233,663
+16,284
3578
$5.46M ﹤0.01%
615,731
+161,272
3579
$5.44M ﹤0.01%
551,585
-50,200
3580
$5.43M ﹤0.01%
294,465
-65,794
3581
$5.43M ﹤0.01%
246,470
+97,522
3582
$5.42M ﹤0.01%
553,213
+21,538
3583
$5.42M ﹤0.01%
1,147,460
-34,983
3584
$5.41M ﹤0.01%
571,683
-242,189
3585
$5.41M ﹤0.01%
439,579
+73,814
3586
$5.4M ﹤0.01%
182,508
-27,105
3587
$5.4M ﹤0.01%
683,299
+307,289
3588
$5.4M ﹤0.01%
471,829
-18,214
3589
$5.4M ﹤0.01%
920,947
-218,029
3590
$5.39M ﹤0.01%
670,519
+19,005
3591
$5.38M ﹤0.01%
548,754
-8,197
3592
$5.37M ﹤0.01%
100,723
-13,964
3593
$5.36M ﹤0.01%
1,094,249
-320,276
3594
$5.36M ﹤0.01%
285,643
+58,776
3595
$5.35M ﹤0.01%
868,705
-21,799
3596
$5.35M ﹤0.01%
257,061
-28,628
3597
$5.33M ﹤0.01%
390,508
-305,292
3598
$5.32M ﹤0.01%
227,785
-149,868
3599
$5.32M ﹤0.01%
312,787
-77,570
3600
$5.31M ﹤0.01%
118,895
-32,083
142 143
144
145 146