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
5701
$137K ﹤0.01%
10,704
+590
5702
$137K ﹤0.01%
14,473
+1,559
5703
$137K ﹤0.01%
54,007
+38,415
5704
$136K ﹤0.01%
16,720
-246,500
5705
$136K ﹤0.01%
42,640
-10,352
5706
$136K ﹤0.01%
+7,160
5707
$135K ﹤0.01%
50,023
+10,673
5708
$134K ﹤0.01%
18,540
-18,505
5709
$134K ﹤0.01%
24,661
-183
5710
$134K ﹤0.01%
5,876
-1,793
5711
$134K ﹤0.01%
3,989
+1,939
5712
$134K ﹤0.01%
3,216
-3,762
5713
$133K ﹤0.01%
7,845
-32,270
5714
$133K ﹤0.01%
5,426
+32
5715
$133K ﹤0.01%
11,056
-17,026
5716
$133K ﹤0.01%
69,334
-146,039
5717
$133K ﹤0.01%
8,466
-3,988
5718
$132K ﹤0.01%
10,477
+800
5719
$132K ﹤0.01%
25,479
+8,335
5720
$132K ﹤0.01%
41,164
+14,982
5721
$132K ﹤0.01%
+2,000
5722
$132K ﹤0.01%
21,985
-21,665
5723
$131K ﹤0.01%
2,872
+151
5724
$131K ﹤0.01%
2,605
+97
5725
$131K ﹤0.01%
73,248
-76,335
227 228
229
230 231