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
4476
$1.56M ﹤0.01%
155,159
+1,866
4477
$1.55M ﹤0.01%
42,489
+2,742
4478
$1.55M ﹤0.01%
283,017
+1,209
4479
$1.55M ﹤0.01%
549,387
-237
4480
$1.55M ﹤0.01%
69,653
+39,254
4481
$1.55M ﹤0.01%
344,945
+43,311
4482
$1.55M ﹤0.01%
27,220
-5,268
4483
$1.55M ﹤0.01%
41,991
-21,769
4484
$1.54M ﹤0.01%
292,416
-9,617
4485
$1.54M ﹤0.01%
114,745
-42,618
4486
$1.53M ﹤0.01%
93,789
-13,327
4487
$1.53M ﹤0.01%
272,302
+14,864
4488
$1.53M ﹤0.01%
157,410
-8,163
4489
$1.52M ﹤0.01%
51,002
-43,800
4490
$1.52M ﹤0.01%
212,467
4491
$1.51M ﹤0.01%
254,664
+93,809
4492
$1.51M ﹤0.01%
87,153
+31,848
4493
$1.51M ﹤0.01%
19,746
+4,374
4494
$1.5M ﹤0.01%
87,372
+15,622
4495
$1.5M ﹤0.01%
87,814
-13,967
4496
$1.5M ﹤0.01%
116,448
-647,927
4497
$1.5M ﹤0.01%
151,314
+95,903
4498
$1.5M ﹤0.01%
32,395
+7,019
4499
$1.49M ﹤0.01%
257,400
-11,562
4500
$1.49M ﹤0.01%
57,278
+1,464
178 179
180
181 182