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
4426
$1.69M ﹤0.01%
34,551
-22,809
4427
$1.69M ﹤0.01%
156,562
+44,929
4428
$1.68M ﹤0.01%
23,914
-783
4429
$1.68M ﹤0.01%
71,268
+481
4430
$1.68M ﹤0.01%
129,530
-319
4431
$1.67M ﹤0.01%
22,272
-998
4432
$1.67M ﹤0.01%
55,795
+1,090
4433
$1.67M ﹤0.01%
57,420
-7,904
4434
$1.67M ﹤0.01%
1,243
-1,524
4435
$1.67M ﹤0.01%
78,034
+18,397
4436
$1.66M ﹤0.01%
56,143
+110
4437
$1.66M ﹤0.01%
80,330
-11,450
4438
$1.66M ﹤0.01%
61,410
-59,851
4439
$1.65M ﹤0.01%
76,312
+1,985
4440
$1.65M ﹤0.01%
67,898
-19,758
4441
$1.65M ﹤0.01%
65,737
+28,244
4442
$1.65M ﹤0.01%
129,019
-721
4443
$1.65M ﹤0.01%
129,540
-98,510
4444
$1.64M ﹤0.01%
27,540
+1,022
4445
$1.64M ﹤0.01%
7,566
+652
4446
$1.64M ﹤0.01%
113,914
-34,450
4447
$1.63M ﹤0.01%
39,639
+706
4448
$1.63M ﹤0.01%
139,645
-91,659
4449
$1.63M ﹤0.01%
58,009
-8,421
4450
$1.63M ﹤0.01%
257,999
-27,827
176 177
178
179 180