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
3826
$3.98M ﹤0.01%
208,595
-9,583
3827
$3.98M ﹤0.01%
49,732
-12,799
3828
$3.96M ﹤0.01%
1,007,987
+22,381
3829
$3.94M ﹤0.01%
39,204
-14,854
3830
$3.94M ﹤0.01%
45,833
+30,792
3831
$3.93M ﹤0.01%
457,374
+20,582
3832
$3.93M ﹤0.01%
425,923
+49,978
3833
$3.93M ﹤0.01%
1,678,448
+48,526
3834
$3.92M ﹤0.01%
232,776
-267,285
3835
$3.92M ﹤0.01%
75,436
+1,458
3836
$3.91M ﹤0.01%
86,237
+35,674
3837
$3.91M ﹤0.01%
375,653
+6,578
3838
$3.91M ﹤0.01%
596,250
+52,987
3839
$3.9M ﹤0.01%
358,174
+121,409
3840
$3.9M ﹤0.01%
2,824,977
+648,740
3841
$3.88M ﹤0.01%
120,857
+5,323
3842
$3.88M ﹤0.01%
200,140
-12,100
3843
$3.86M ﹤0.01%
128,956
+34,616
3844
$3.85M ﹤0.01%
1,529,720
-77,642
3845
$3.85M ﹤0.01%
346,098
+49,367
3846
$3.84M ﹤0.01%
59,064
-23,889
3847
$3.84M ﹤0.01%
37,092
-13,630
3848
$3.83M ﹤0.01%
1,039,127
+77,884
3849
$3.83M ﹤0.01%
2,106,019
-1,563,661
3850
$3.82M ﹤0.01%
139,806
+32,286
152 153
154
155 156