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
3776
$4.25M ﹤0.01%
333,547
-98,801
3777
$4.24M ﹤0.01%
51,835
-8,464
3778
$4.23M ﹤0.01%
575,570
+18,296
3779
$4.23M ﹤0.01%
132,513
+9,414
3780
$4.22M ﹤0.01%
338,294
+155,643
3781
$4.22M ﹤0.01%
726,105
-144,991
3782
$4.22M ﹤0.01%
618,914
+33,633
3783
$4.22M ﹤0.01%
649,555
-22,374
3784
$4.21M ﹤0.01%
340,042
+25,379
3785
$4.2M ﹤0.01%
335,269
+107,311
3786
$4.2M ﹤0.01%
286,309
+151,531
3787
$4.2M ﹤0.01%
269,003
-10,346
3788
$4.17M ﹤0.01%
251,059
-4,981
3789
$4.17M ﹤0.01%
695,385
-231,638
3790
$4.15M ﹤0.01%
408,247
-145,703
3791
$4.14M ﹤0.01%
468,069
-753
3792
$4.14M ﹤0.01%
516,218
-60,622
3793
$4.13M ﹤0.01%
760,060
-23,682
3794
$4.13M ﹤0.01%
385,200
-106,282
3795
$4.12M ﹤0.01%
309,987
-326,586
3796
$4.11M ﹤0.01%
33,656
+664
3797
$4.11M ﹤0.01%
284,554
+164,035
3798
$4.11M ﹤0.01%
178,832
+59,779
3799
$4.1M ﹤0.01%
793,803
+176,407
3800
$4.09M ﹤0.01%
45,677
-2,018
150 151
152
153 154