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
5851
$101K ﹤0.01%
6
+1
5852
$101K ﹤0.01%
7,590
-2,237
5853
$101K ﹤0.01%
14,206
+8,047
5854
$101K ﹤0.01%
10,433
-5,705
5855
$101K ﹤0.01%
2,305
-218
5856
$100K ﹤0.01%
36,641
-47,352
5857
$100K ﹤0.01%
2,286
-528
5858
$100K ﹤0.01%
4,475
-98,446
5859
$100K ﹤0.01%
3,091
-733
5860
$99K ﹤0.01%
1,192
+1,104
5861
$98K ﹤0.01%
7,431
5862
$98K ﹤0.01%
+3,000
5863
$98K ﹤0.01%
17,942
-13,897
5864
$97K ﹤0.01%
8,457
-273
5865
$97K ﹤0.01%
10,705
+8,204
5866
$97K ﹤0.01%
3,500
-767
5867
$97K ﹤0.01%
13,645
-13,413
5868
$97K ﹤0.01%
13,950
-11,075
5869
$97K ﹤0.01%
5,447
-1,609
5870
$97K ﹤0.01%
1,908
+1,802
5871
$97K ﹤0.01%
20,975
+3,555
5872
$96K ﹤0.01%
4,308
5873
$96K ﹤0.01%
3,614
+719
5874
$96K ﹤0.01%
3,235
+2,044
5875
$96K ﹤0.01%
14,588
-4,265
233 234
235
236 237