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
4351
$1.91M ﹤0.01%
122,225
+18,777
4352
$1.91M ﹤0.01%
12,295
-1,522
4353
$1.91M ﹤0.01%
37,389
+2,647
4354
$1.9M ﹤0.01%
204,508
-10,232
4355
$1.9M ﹤0.01%
106,146
-1,528
4356
$1.9M ﹤0.01%
90,330
-20,856
4357
$1.9M ﹤0.01%
158,650
+81,751
4358
$1.9M ﹤0.01%
132,749
+121,175
4359
$1.89M ﹤0.01%
165,820
+100,014
4360
$1.89M ﹤0.01%
1,250,581
+933,357
4361
$1.89M ﹤0.01%
115,787
-14,883
4362
$1.89M ﹤0.01%
188,455
-42,543
4363
$1.88M ﹤0.01%
64,800
+4,446
4364
$1.88M ﹤0.01%
69,817
-44,647
4365
$1.87M ﹤0.01%
67,885
-2,464
4366
$1.87M ﹤0.01%
54,856
+3,360
4367
$1.87M ﹤0.01%
458,529
-292,855
4368
$1.87M ﹤0.01%
328,832
+764
4369
$1.86M ﹤0.01%
5,452
+1,396
4370
$1.86M ﹤0.01%
93,274
+74,289
4371
$1.86M ﹤0.01%
875,052
-27,106
4372
$1.85M ﹤0.01%
209,359
+55,062
4373
$1.85M ﹤0.01%
123,085
+2,068
4374
$1.85M ﹤0.01%
183,136
+31,839
4375
$1.85M ﹤0.01%
273,996
+86,703
173 174
175
176 177