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
5726
$130K ﹤0.01%
10,200
5727
$129K ﹤0.01%
2,950
-275
5728
$129K ﹤0.01%
149,091
+43,954
5729
$129K ﹤0.01%
17,009
-1,035
5730
$129K ﹤0.01%
13,000
5731
$129K ﹤0.01%
261,670
+65,334
5732
$128K ﹤0.01%
58
+27
5733
$128K ﹤0.01%
5,025
-2,698
5734
$128K ﹤0.01%
8,218
+1,297
5735
$128K ﹤0.01%
2,520
+388
5736
$128K ﹤0.01%
450
-982
5737
$128K ﹤0.01%
35,555
-400
5738
$128K ﹤0.01%
181,899
+79,153
5739
$127K ﹤0.01%
20,001
+19,569
5740
– –
0
5741
$127K ﹤0.01%
1,755
+729
5742
$127K ﹤0.01%
9,007
-14,218
5743
$127K ﹤0.01%
19,732
+575
5744
$127K ﹤0.01%
36,388
-9,338
5745
$127K ﹤0.01%
1,913
+250
5746
$126K ﹤0.01%
13,999
-347
5747
$126K ﹤0.01%
5,579
+929
5748
$126K ﹤0.01%
13,619
+6,627
5749
$125K ﹤0.01%
3,630
+630
5750
$125K ﹤0.01%
4,492
+845
228 229
230
231 232