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
3851
$3.82M ﹤0.01%
171,915
-13,505
3852
$3.82M ﹤0.01%
551,747
+124,366
3853
$3.82M ﹤0.01%
709,459
+96,202
3854
$3.81M ﹤0.01%
158,571
-133,106
3855
$3.81M ﹤0.01%
70,804
-48,776
3856
$3.81M ﹤0.01%
282,498
+165,097
3857
$3.81M ﹤0.01%
370,153
+48,161
3858
$3.8M ﹤0.01%
203,777
-32,397
3859
$3.8M ﹤0.01%
396,637
-47,298
3860
$3.78M ﹤0.01%
284,218
+43,740
3861
$3.77M ﹤0.01%
1,553,958
-256,093
3862
$3.77M ﹤0.01%
160,133
-7,849
3863
$3.77M ﹤0.01%
622,033
+328,583
3864
$3.77M ﹤0.01%
33,221
-1,368
3865
$3.76M ﹤0.01%
79,070
+1,016
3866
$3.76M ﹤0.01%
172,750
-161,399
3867
$3.76M ﹤0.01%
220,763
-216,315
3868
$3.75M ﹤0.01%
202,573
+24,782
3869
$3.75M ﹤0.01%
172,030
+18,167
3870
$3.74M ﹤0.01%
86,293
-8,071
3871
$3.74M ﹤0.01%
35,425
-20,169
3872
$3.74M ﹤0.01%
2,070,422
3873
$3.73M ﹤0.01%
116,474
-19,303
3874
$3.72M ﹤0.01%
64,906
-1,038
3875
$3.71M ﹤0.01%
1,599,760
+536,801
153 154
155
156 157