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
4376
$1.85M ﹤0.01%
203,328
+52,496
4377
$1.85M ﹤0.01%
114,828
-9
4378
$1.84M ﹤0.01%
196,509
-7,293
4379
$1.84M ﹤0.01%
73,433
-4,198
4380
$1.84M ﹤0.01%
33,157
-54
4381
$1.84M ﹤0.01%
394,308
-21,491
4382
$1.84M ﹤0.01%
695,377
-73,355
4383
$1.83M ﹤0.01%
25,005
-5
4384
$1.83M ﹤0.01%
1,193,901
+70,557
4385
$1.82M ﹤0.01%
335,399
-68,212
4386
$1.82M ﹤0.01%
214,838
-252,519
4387
$1.82M ﹤0.01%
94,816
+55,516
4388
$1.82M ﹤0.01%
73,251
-14,874
4389
$1.81M ﹤0.01%
96,705
+19,562
4390
$1.81M ﹤0.01%
179,938
-9,440
4391
$1.81M ﹤0.01%
91,946
+10,026
4392
$1.8M ﹤0.01%
51,085
+25,687
4393
$1.8M ﹤0.01%
137,831
+17,935
4394
$1.8M ﹤0.01%
204,003
+1,188
4395
$1.79M ﹤0.01%
245,526
+1,311
4396
$1.79M ﹤0.01%
523,808
+42,155
4397
$1.79M ﹤0.01%
147,257
-434
4398
$1.77M ﹤0.01%
1,789,361
-1,289,722
4399
$1.77M ﹤0.01%
546,471
+245,509
4400
$1.77M ﹤0.01%
562,262
+42,732
174 175
176
177 178