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
4276
$2.11M ﹤0.01%
220,956
+10,299
4277
$2.1M ﹤0.01%
96,624
+12,400
4278
$2.1M ﹤0.01%
60,044
+12,179
4279
$2.1M ﹤0.01%
222,025
+21,391
4280
$2.1M ﹤0.01%
84,409
+2,198
4281
$2.09M ﹤0.01%
191,177
+18,768
4282
$2.09M ﹤0.01%
93,632
+51,147
4283
$2.09M ﹤0.01%
419,966
-42,567
4284
$2.09M ﹤0.01%
79,965
+4,775
4285
$2.09M ﹤0.01%
262,040
+7,677
4286
$2.09M ﹤0.01%
78,299
+16,714
4287
$2.08M ﹤0.01%
377,459
+30,925
4288
$2.08M ﹤0.01%
102,733
+1,010
4289
$2.07M ﹤0.01%
143,534
-36,366
4290
$2.07M ﹤0.01%
107,290
-37,089
4291
$2.07M ﹤0.01%
945,215
-124,661
4292
$2.07M ﹤0.01%
222,022
-614
4293
$2.07M ﹤0.01%
214,148
+11,630
4294
$2.06M ﹤0.01%
260,430
+10,760
4295
$2.06M ﹤0.01%
22,198
+5,339
4296
$2.06M ﹤0.01%
53,564
-6,037
4297
$2.06M ﹤0.01%
193,849
-123,963
4298
$2.06M ﹤0.01%
347,453
+220,021
4299
$2.05M ﹤0.01%
244,008
-25,230
4300
$2.05M ﹤0.01%
239,196
-797
170 171
172
173 174