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
3951
$3.31M ﹤0.01%
147,680
+37,504
3952
$3.31M ﹤0.01%
73,994
+25,754
3953
$3.31M ﹤0.01%
71,805
+4,723
3954
$3.3M ﹤0.01%
47,313
-32,041
3955
$3.3M ﹤0.01%
141,430
-12,213
3956
$3.3M ﹤0.01%
44,065
-1,880
3957
$3.29M ﹤0.01%
497,365
+145,990
3958
$3.29M ﹤0.01%
288,739
+38,612
3959
$3.29M ﹤0.01%
346,016
-62,319
3960
$3.29M ﹤0.01%
142,524
+17,272
3961
$3.28M ﹤0.01%
327,632
+58,876
3962
$3.27M ﹤0.01%
363,838
+8,503
3963
$3.27M ﹤0.01%
334,562
-109,941
3964
$3.26M ﹤0.01%
394,551
-12,926
3965
$3.25M ﹤0.01%
140,238
+6,819
3966
$3.24M ﹤0.01%
523,108
-19,868
3967
$3.23M ﹤0.01%
+163,963
3968
$3.22M ﹤0.01%
157,196
+48,867
3969
$3.22M ﹤0.01%
62,858
+27,955
3970
$3.22M ﹤0.01%
32,495
-4,503
3971
$3.22M ﹤0.01%
60,455
+51,735
3972
$3.21M ﹤0.01%
108,167
-43,455
3973
$3.21M ﹤0.01%
72,537
+116
3974
$3.2M ﹤0.01%
207,661
+123,048
3975
$3.19M ﹤0.01%
148,683
+3,836
157 158
159
160 161