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
5601
$168K ﹤0.01%
11,749
-6,538
5602
$168K ﹤0.01%
2,593
-26,036
5603
$167K ﹤0.01%
3,344
-350
5604
$167K ﹤0.01%
11,919
+4,365
5605
$167K ﹤0.01%
16,338
-8,340
5606
$166K ﹤0.01%
6,816
+804
5607
$166K ﹤0.01%
9,351
+301
5608
$166K ﹤0.01%
3,300
-400
5609
$166K ﹤0.01%
10,530
-10,655
5610
$165K ﹤0.01%
4,755
+755
5611
$164K ﹤0.01%
14,799
+226
5612
$164K ﹤0.01%
42,592
-74,262
5613
$164K ﹤0.01%
13,192
-1,500
5614
$163K ﹤0.01%
15,215
-3,080
5615
$162K ﹤0.01%
9,321
-3,130
5616
$162K ﹤0.01%
2,434
-298
5617
$162K ﹤0.01%
53,820
-51,546
5618
$162K ﹤0.01%
7,720
+3,830
5619
$161K ﹤0.01%
5,800
-550
5620
$161K ﹤0.01%
30,449
-37,077
5621
$161K ﹤0.01%
124,213
-183,917
5622
$160K ﹤0.01%
132,896
-750,693
5623
$160K ﹤0.01%
3,445
-2,248
5624
$160K ﹤0.01%
36,055
+4,549
5625
$159K ﹤0.01%
5,800
-1,358
223 224
225
226 227