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
3801
$4.09M ﹤0.01%
166,972
+4,183
3802
$4.08M ﹤0.01%
29,023
-6,213
3803
$4.08M ﹤0.01%
331,508
-16,639
3804
$4.08M ﹤0.01%
1,898,764
-7,648
3805
$4.08M ﹤0.01%
281,935
+45,800
3806
$4.08M ﹤0.01%
932,701
+668,535
3807
$4.08M ﹤0.01%
169,505
-1,759
3808
$4.07M ﹤0.01%
426,596
-77,972
3809
$4.06M ﹤0.01%
128,578
-374
3810
$4.05M ﹤0.01%
610,711
-738,865
3811
$4.05M ﹤0.01%
836,570
+73,024
3812
$4.05M ﹤0.01%
650,121
-197,186
3813
$4.05M ﹤0.01%
188,029
-80,693
3814
$4.05M ﹤0.01%
173,961
+56,704
3815
$4.03M ﹤0.01%
66,131
-36,152
3816
$4.03M ﹤0.01%
738,811
+175,990
3817
$4.03M ﹤0.01%
1,750,000
+1,702,690
3818
$4.02M ﹤0.01%
11,943
+3,925
3819
$4.02M ﹤0.01%
139,345
+21,790
3820
$4.02M ﹤0.01%
1,526,635
-69,850
3821
$4.02M ﹤0.01%
1,059,574
+194,187
3822
$4M ﹤0.01%
168,843
+155,697
3823
$4M ﹤0.01%
71,880
+27,704
3824
$4M ﹤0.01%
94,445
-48,427
3825
$3.99M ﹤0.01%
946,313
-1,091,582
151 152
153
154 155