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
3651
$4.99M ﹤0.01%
1,292,871
-71,493
3652
$4.99M ﹤0.01%
131,836
-2,181
3653
$4.98M ﹤0.01%
291,504
+46,383
3654
$4.98M ﹤0.01%
234,500
+60,422
3655
$4.97M ﹤0.01%
262,039
+53,686
3656
$4.97M ﹤0.01%
333,171
-97,021
3657
$4.96M ﹤0.01%
251,764
+9,734
3658
$4.96M ﹤0.01%
152,727
-25,718
3659
$4.96M ﹤0.01%
101,228
-9,493
3660
$4.95M ﹤0.01%
114,519
-24,271
3661
$4.94M ﹤0.01%
542,367
-132,691
3662
$4.94M ﹤0.01%
112,530
+10,416
3663
$4.94M ﹤0.01%
151,526
+2,213
3664
$4.94M ﹤0.01%
303,643
-14,666
3665
$4.93M ﹤0.01%
237,164
-33,907
3666
$4.91M ﹤0.01%
995,620
-368,897
3667
$4.91M ﹤0.01%
88,872
-5,381
3668
$4.91M ﹤0.01%
91,777
-21,827
3669
$4.9M ﹤0.01%
124,686
-10,102
3670
$4.9M ﹤0.01%
291,669
-8,221
3671
$4.89M ﹤0.01%
800,157
+176,922
3672
$4.89M ﹤0.01%
396,815
-68,644
3673
$4.89M ﹤0.01%
273,044
-203,949
3674
$4.89M ﹤0.01%
132,304
-1,271
3675
$4.88M ﹤0.01%
221,762
+90,714
145 146
147
148 149