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
4201
$2.35M ﹤0.01%
53,040
-10,563
4202
$2.34M ﹤0.01%
113,645
+29,381
4203
$2.33M ﹤0.01%
467,709
-7,414
4204
$2.33M ﹤0.01%
178,324
4205
$2.33M ﹤0.01%
97,806
-57,658
4206
$2.33M ﹤0.01%
689,847
+121,534
4207
$2.32M ﹤0.01%
56,819
+70
4208
$2.32M ﹤0.01%
207,269
-53
4209
$2.32M ﹤0.01%
84,253
-13,141
4210
$2.32M ﹤0.01%
151,210
-97,801
4211
$2.31M ﹤0.01%
61,521
-58,277
4212
$2.31M ﹤0.01%
573,570
-684,293
4213
$2.31M ﹤0.01%
119,440
+117,540
4214
$2.31M ﹤0.01%
118,571
+104,350
4215
$2.31M ﹤0.01%
164,885
+3,450
4216
$2.3M ﹤0.01%
49,591
-33,944
4217
$2.3M ﹤0.01%
125,326
+18,522
4218
$2.3M ﹤0.01%
325,474
+62,845
4219
$2.29M ﹤0.01%
568,589
+140,839
4220
$2.29M ﹤0.01%
380,944
+95,549
4221
$2.29M ﹤0.01%
242,729
+52,458
4222
$2.28M ﹤0.01%
469,797
-180,231
4223
$2.27M ﹤0.01%
99,993
-25,149
4224
$2.27M ﹤0.01%
205,901
+134,027
4225
$2.27M ﹤0.01%
111,376
-712
167 168
169
170 171