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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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 17.71%
2 Healthcare 11.34%
3 Financials 9.38%
4 Consumer Discretionary 8.31%
5 Communication Services 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5876
$96K ﹤0.01%
3,235
+2,044
5877
$95K ﹤0.01%
32,900
+100
5878
$95K ﹤0.01%
4,494
-59,014
5879
$95K ﹤0.01%
4,232
5880
$95K ﹤0.01%
4,349
5881
$95K ﹤0.01%
9,578
5882
$95K ﹤0.01%
5,925
5883
$95K ﹤0.01%
29,188
+4,401
5884
$95K ﹤0.01%
9,615
5885
$95K ﹤0.01%
51,703
+7,576
5886
$94K ﹤0.01%
43,950
-24,433
5887
$94K ﹤0.01%
3,688
+954
5888
$94K ﹤0.01%
12,436
-1,710
5889
$94K ﹤0.01%
809
-209
5890
$94K ﹤0.01%
8,210
-1,355
5891
$94K ﹤0.01%
207,071
+12,844
5892
$94K ﹤0.01%
+9,095
5893
$93K ﹤0.01%
15,961
-12,850
5894
$93K ﹤0.01%
3,220
-2,698
5895
$92K ﹤0.01%
1,076
+60
5896
$92K ﹤0.01%
455
-408
5897
$92K ﹤0.01%
26,372
-22,221
5898
$92K ﹤0.01%
20,366
-226
5899
$92K ﹤0.01%
5,485
-3,600
5900
$92K ﹤0.01%
13,814
-1,448
234 235
236
237 238