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
5551
$187K ﹤0.01%
20,343
-54,694
5552
$187K ﹤0.01%
1,227
-653
5553
$186K ﹤0.01%
414,832
-240,350
5554
$185K ﹤0.01%
117,570
-9,641
5555
$184K ﹤0.01%
7,920
-975
5556
$183K ﹤0.01%
4,293
-1,966
5557
$183K ﹤0.01%
3,964
-1,310
5558
$183K ﹤0.01%
141,134
+9,057
5559
$183K ﹤0.01%
66,800
-48,048
5560
$183K ﹤0.01%
8,705
-2,684
5561
$182K ﹤0.01%
18,412
-392,373
5562
$182K ﹤0.01%
29,822
5563
$181K ﹤0.01%
11,565
-2,249
5564
$181K ﹤0.01%
9,737
+8,000
5565
$181K ﹤0.01%
37,888
5566
$181K ﹤0.01%
105,826
-35,645
5567
$181K ﹤0.01%
60,109
-25,156
5568
$180K ﹤0.01%
32,875
+927
5569
$180K ﹤0.01%
60,454
-257,550
5570
$179K ﹤0.01%
5,940
-2,370
5571
$179K ﹤0.01%
11,379
-18,570
5572
$179K ﹤0.01%
1,776
+1,189
5573
$179K ﹤0.01%
4,413
+1,102
5574
$178K ﹤0.01%
1,262
-2,010
5575
$178K ﹤0.01%
10,376
-6,326
221 222
223
224 225