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
4051
$2.96M ﹤0.01%
191,456
+88,572
4052
$2.96M ﹤0.01%
107,878
+16,673
4053
$2.96M ﹤0.01%
151,107
-217,858
4054
$2.96M ﹤0.01%
114,358
-8,367
4055
$2.94M ﹤0.01%
46,451
-4,970
4056
$2.94M ﹤0.01%
155,059
-508
4057
$2.94M ﹤0.01%
275,942
+54,238
4058
$2.94M ﹤0.01%
44,199
-3,557
4059
$2.94M ﹤0.01%
479,697
-168,117
4060
$2.93M ﹤0.01%
68,815
+585
4061
$2.93M ﹤0.01%
192,597
-5,647
4062
$2.93M ﹤0.01%
258,014
-44,671
4063
$2.93M ﹤0.01%
71,458
+38,094
4064
$2.93M ﹤0.01%
95,694
-2,946
4065
$2.92M ﹤0.01%
102,982
+99,565
4066
$2.92M ﹤0.01%
780,190
+67,664
4067
$2.91M ﹤0.01%
157,023
+8,468
4068
$2.91M ﹤0.01%
32,448
-1,647
4069
$2.89M ﹤0.01%
221,520
-339
4070
$2.89M ﹤0.01%
161,033
+20,682
4071
$2.89M ﹤0.01%
82,765
+63,512
4072
$2.86M ﹤0.01%
380,504
+45,042
4073
$2.85M ﹤0.01%
425,924
+32,730
4074
$2.85M ﹤0.01%
350,232
-828,846
4075
$2.85M ﹤0.01%
612,961
+58,458
161 162
163
164 165