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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
6026
$69K ﹤0.01%
16,102
+351
6027
$69K ﹤0.01%
7,841
-15,148
6028
$69K ﹤0.01%
2,562
+378
6029
$69K ﹤0.01%
66,048
+21,888
6030
$69K ﹤0.01%
2,438
+1,108
6031
$68K ﹤0.01%
6,877
6032
$67K ﹤0.01%
12,569
-21,947
6033
$67K ﹤0.01%
39,925
-4,906
6034
$67K ﹤0.01%
2,270
+1,970
6035
$67K ﹤0.01%
982
-2,100
6036
$67K ﹤0.01%
20,793
-14,034
6037
$67K ﹤0.01%
22,610
-12,595
6038
$67K ﹤0.01%
2,606
+350
6039
$67K ﹤0.01%
1,535
+329
6040
$67K ﹤0.01%
16,494
-23,770
6041
$67K ﹤0.01%
11,583
-6,922
6042
$67K ﹤0.01%
8,933
+1,633
6043
$67K ﹤0.01%
5,000
6044
$66K ﹤0.01%
43,815
-204
6045
$66K ﹤0.01%
10,114
-17
6046
$66K ﹤0.01%
165,106
-255,114
6047
$66K ﹤0.01%
53,007
+5,207
6048
$66K ﹤0.01%
3,823
+163
6049
$66K ﹤0.01%
2,306
6050
$66K ﹤0.01%
6,750
+4,250
240 241
242
243 244