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
3901
$3.54M ﹤0.01%
276,362
-54,386
3902
$3.53M ﹤0.01%
471,273
-58,053
3903
$3.53M ﹤0.01%
4,009,323
-1,802,172
3904
$3.53M ﹤0.01%
184,990
+9,954
3905
$3.52M ﹤0.01%
617,163
-504
3906
$3.52M ﹤0.01%
127,631
+15,520
3907
$3.52M ﹤0.01%
478,128
-2,970
3908
$3.51M ﹤0.01%
362,896
+122,209
3909
$3.51M ﹤0.01%
309,903
-2,966
3910
$3.49M ﹤0.01%
487,117
+130,999
3911
$3.49M ﹤0.01%
481,855
+291,523
3912
$3.49M ﹤0.01%
107,280
+22,110
3913
$3.47M ﹤0.01%
404,608
+134,083
3914
$3.45M ﹤0.01%
184,285
+45,676
3915
$3.45M ﹤0.01%
83,287
+26,461
3916
$3.45M ﹤0.01%
280,368
+26,344
3917
$3.44M ﹤0.01%
120,390
-56,572
3918
$3.44M ﹤0.01%
68,875
-37,648
3919
$3.43M ﹤0.01%
3,150,816
+2,086
3920
$3.43M ﹤0.01%
126,693
-21,311
3921
$3.42M ﹤0.01%
313,746
+34,987
3922
$3.42M ﹤0.01%
201,352
-204
3923
$3.42M ﹤0.01%
109,800
+75,348
3924
$3.42M ﹤0.01%
527,106
-159,745
3925
$3.4M ﹤0.01%
955,770
-1,961
155 156
157
158 159