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
4251
$2.21M ﹤0.01%
94,640
+21,676
4252
$2.21M ﹤0.01%
51,913
+37,090
4253
$2.2M ﹤0.01%
121,829
-3,609
4254
$2.19M ﹤0.01%
91,499
-5,921
4255
$2.18M ﹤0.01%
195,006
-287,658
4256
$2.17M ﹤0.01%
67,081
-4,777
4257
$2.17M ﹤0.01%
245,600
+11,568
4258
$2.17M ﹤0.01%
932,937
+145,345
4259
$2.17M ﹤0.01%
3,848
+209
4260
$2.17M ﹤0.01%
339,337
-14,343
4261
$2.17M ﹤0.01%
107,380
-92,022
4262
$2.17M ﹤0.01%
423,884
+93,902
4263
$2.17M ﹤0.01%
240,096
-2,650
4264
$2.15M ﹤0.01%
107,405
+70,365
4265
$2.15M ﹤0.01%
90,229
+44,270
4266
$2.15M ﹤0.01%
99,788
-14,476
4267
$2.13M ﹤0.01%
104,625
+30,908
4268
$2.13M ﹤0.01%
60,939
-252,228
4269
$2.13M ﹤0.01%
1,418,003
-626,612
4270
$2.13M ﹤0.01%
174,208
-64,338
4271
$2.12M ﹤0.01%
80,699
-24,652
4272
$2.12M ﹤0.01%
85,488
+5,573
4273
$2.11M ﹤0.01%
321,725
+38,546
4274
$2.11M ﹤0.01%
97,394
-248,345
4275
$2.11M ﹤0.01%
52,200
+27,982
169 170
171
172 173