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
4301
$2.05M ﹤0.01%
296,045
-72,919
4302
$2.05M ﹤0.01%
217,789
-455,181
4303
$2.05M ﹤0.01%
45,502
+1,059
4304
$2.04M ﹤0.01%
403,339
+180,596
4305
$2.04M ﹤0.01%
584,204
+68,959
4306
$2.04M ﹤0.01%
46,055
+1,398
4307
$2.04M ﹤0.01%
116,813
+4
4308
$2.04M ﹤0.01%
120,328
+36,915
4309
$2.04M ﹤0.01%
24,002
-35,255
4310
$2.03M ﹤0.01%
221,759
-51,190
4311
$2.03M ﹤0.01%
38,736
-372
4312
$2.03M ﹤0.01%
228,435
+113,368
4313
$2.02M ﹤0.01%
72,383
-3,243
4314
$2.02M ﹤0.01%
273,465
+1,249
4315
$2.02M ﹤0.01%
68,175
+4,385
4316
$2.01M ﹤0.01%
269,710
-429,083
4317
$2.01M ﹤0.01%
40,144
-3,914
4318
$2.01M ﹤0.01%
90,501
+41,480
4319
$2M ﹤0.01%
233
+31
4320
$2M ﹤0.01%
102,032
-37,584
4321
$2M ﹤0.01%
72,223
-4,012
4322
$1.99M ﹤0.01%
332,927
+12,667
4323
$1.99M ﹤0.01%
119,820
+14,332
4324
$1.99M ﹤0.01%
113,434
+39,460
4325
$1.99M ﹤0.01%
94,673
-40,992
171 172
173
174 175