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
3926
$3.4M ﹤0.01%
256,879
+176,695
3927
$3.4M ﹤0.01%
669,546
+106,222
3928
$3.4M ﹤0.01%
289,349
-9,341
3929
$3.39M ﹤0.01%
142,726
-71,982
3930
$3.39M ﹤0.01%
152,688
-2,395
3931
$3.38M ﹤0.01%
383,275
+7,459
3932
$3.38M ﹤0.01%
164,758
+137,175
3933
$3.38M ﹤0.01%
524,423
-569,063
3934
$3.38M ﹤0.01%
438,060
-6,110
3935
$3.37M ﹤0.01%
415,190
+26,499
3936
$3.37M ﹤0.01%
185,090
+36,912
3937
$3.36M ﹤0.01%
1,172,354
-30,787
3938
$3.35M ﹤0.01%
115,955
-3,621
3939
$3.35M ﹤0.01%
569,039
+136,568
3940
$3.35M ﹤0.01%
474,573
+231,065
3941
$3.34M ﹤0.01%
155,425
+21,474
3942
$3.34M ﹤0.01%
431,403
+143,665
3943
$3.34M ﹤0.01%
51,399
+4,776
3944
$3.34M ﹤0.01%
366,567
-13,111
3945
$3.33M ﹤0.01%
54,652
+4,123
3946
$3.33M ﹤0.01%
235,622
+1,136
3947
$3.33M ﹤0.01%
855,149
-11,008
3948
$3.32M ﹤0.01%
145,888
+8,465
3949
$3.32M ﹤0.01%
138,034
+13,851
3950
$3.31M ﹤0.01%
65,735
+6,370
156 157
158
159 160