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
3726
$4.56M ﹤0.01%
456,720
-287,538
3727
$4.55M ﹤0.01%
311,552
+11,085
3728
$4.54M ﹤0.01%
132,326
-65,220
3729
$4.53M ﹤0.01%
210,423
+45,599
3730
$4.52M ﹤0.01%
165,887
+19,656
3731
$4.52M ﹤0.01%
283,040
-12,032
3732
$4.51M ﹤0.01%
966,782
+153,230
3733
$4.5M ﹤0.01%
687,832
-438,456
3734
$4.5M ﹤0.01%
63,463
+46,476
3735
$4.49M ﹤0.01%
116,959
-1,259
3736
$4.49M ﹤0.01%
486,533
-109,147
3737
$4.48M ﹤0.01%
447,817
+125,698
3738
$4.47M ﹤0.01%
329,659
+99,443
3739
$4.47M ﹤0.01%
271,203
-23,091
3740
$4.46M ﹤0.01%
213,693
-142,346
3741
$4.46M ﹤0.01%
287,451
+31,353
3742
$4.46M ﹤0.01%
153,544
-85,240
3743
$4.45M ﹤0.01%
701,083
+463,240
3744
$4.45M ﹤0.01%
171,009
-1,099
3745
$4.44M ﹤0.01%
894,246
-40,696
3746
$4.44M ﹤0.01%
136,153
+25,533
3747
$4.43M ﹤0.01%
13,613
-12,418
3748
$4.42M ﹤0.01%
55,471
-99,117
3749
$4.42M ﹤0.01%
218,921
-794
3750
$4.41M ﹤0.01%
417,021
+294,293
148 149
150
151 152