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
4076
$2.85M ﹤0.01%
638,362
-349,224
4077
$2.84M ﹤0.01%
45,792
+4,753
4078
$2.84M ﹤0.01%
289,139
+21,197
4079
$2.84M ﹤0.01%
59,715
-469
4080
$2.84M ﹤0.01%
303,619
-155,059
4081
$2.83M ﹤0.01%
188,692
-9,142
4082
$2.83M ﹤0.01%
426,293
+130,740
4083
$2.83M ﹤0.01%
66,921
+2,356
4084
$2.83M ﹤0.01%
496,980
+104,464
4085
$2.82M ﹤0.01%
142,988
+5,484
4086
$2.82M ﹤0.01%
97,662
-13,721
4087
$2.82M ﹤0.01%
772,790
-156,766
4088
$2.82M ﹤0.01%
59,564
-4,628
4089
$2.82M ﹤0.01%
331,266
+31,129
4090
$2.82M ﹤0.01%
843,352
+16,207
4091
$2.82M ﹤0.01%
+108,338
4092
$2.81M ﹤0.01%
115,432
+10,520
4093
$2.81M ﹤0.01%
93,946
+1,471
4094
$2.81M ﹤0.01%
676,140
-12,023
4095
$2.81M ﹤0.01%
64,282
+6,833
4096
$2.81M ﹤0.01%
148,496
-15,830
4097
$2.8M ﹤0.01%
254,285
+176,559
4098
$2.79M ﹤0.01%
588,018
-13,528
4099
$2.79M ﹤0.01%
259,370
+61,033
4100
$2.78M ﹤0.01%
192,516
-22,749
162 163
164
165 166