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
3876
$3.71M ﹤0.01%
80,188
-856
3877
$3.7M ﹤0.01%
273,708
+6,283
3878
$3.7M ﹤0.01%
16,393
-13,514
3879
$3.7M ﹤0.01%
288,280
-57,263
3880
$3.69M ﹤0.01%
183,029
+44,638
3881
$3.68M ﹤0.01%
255,492
-118,664
3882
$3.68M ﹤0.01%
324,670
+9,338
3883
$3.67M ﹤0.01%
188,116
+11,056
3884
$3.65M ﹤0.01%
146,839
-44,762
3885
$3.65M ﹤0.01%
72,679
-65
3886
$3.65M ﹤0.01%
56,117
+3,264
3887
$3.64M ﹤0.01%
592,590
+109,820
3888
$3.64M ﹤0.01%
60,461
-18,035
3889
$3.63M ﹤0.01%
2,257,290
+443,113
3890
$3.63M ﹤0.01%
1,251,468
+100,024
3891
$3.63M ﹤0.01%
330,849
-6,063
3892
$3.61M ﹤0.01%
150,929
-13,396
3893
$3.61M ﹤0.01%
450,438
-69,649
3894
$3.6M ﹤0.01%
269,732
-125,926
3895
$3.58M ﹤0.01%
322,992
+18,072
3896
$3.58M ﹤0.01%
1,111,013
-35,550
3897
$3.58M ﹤0.01%
93,115
-34,358
3898
$3.58M ﹤0.01%
219,422
+128,789
3899
$3.56M ﹤0.01%
172,003
+56,031
3900
$3.55M ﹤0.01%
908,340
+243,860
154 155
156
157 158