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
4401
$1.77M ﹤0.01%
375,697
-46,808
4402
$1.76M ﹤0.01%
103,116
-986
4403
$1.76M ﹤0.01%
483,974
-63,303
4404
$1.76M ﹤0.01%
179,608
+1,011
4405
$1.75M ﹤0.01%
129,298
+6,891
4406
$1.75M ﹤0.01%
123,098
+105,940
4407
$1.75M ﹤0.01%
291,927
+115,619
4408
$1.75M ﹤0.01%
254,285
+32,439
4409
$1.74M ﹤0.01%
202,273
-7,072
4410
$1.74M ﹤0.01%
33,724
+29
4411
$1.74M ﹤0.01%
346,852
+30,491
4412
$1.74M ﹤0.01%
195,407
+21,451
4413
$1.74M ﹤0.01%
385,512
+49,605
4414
$1.73M ﹤0.01%
10,989
+8,318
4415
$1.73M ﹤0.01%
122,497
+47,199
4416
$1.73M ﹤0.01%
1,098,967
-1,873,064
4417
$1.72M ﹤0.01%
339,272
+19,297
4418
$1.72M ﹤0.01%
32,701
-6,610
4419
$1.72M ﹤0.01%
63,931
-20,894
4420
$1.71M ﹤0.01%
91,179
-6,984
4421
$1.7M ﹤0.01%
84,963
-4,159
4422
$1.7M ﹤0.01%
530,293
+485
4423
$1.7M ﹤0.01%
921,713
+555,734
4424
$1.69M ﹤0.01%
95,597
+934
4425
$1.69M ﹤0.01%
133,146
-49,266
175 176
177
178 179