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
6076
$62K ﹤0.01%
673
6077
$62K ﹤0.01%
3,444
-3,667
6078
$62K ﹤0.01%
597
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6079
$62K ﹤0.01%
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-233
6080
$62K ﹤0.01%
10,466
-40
6081
$62K ﹤0.01%
3,484
-18,749
6082
$62K ﹤0.01%
2,198
+496
6083
$62K ﹤0.01%
25,385
-5,080
6084
$61K ﹤0.01%
4,018
-7,070
6085
$61K ﹤0.01%
37,125
+1,885
6086
$61K ﹤0.01%
3,617
-3,240
6087
$61K ﹤0.01%
37,547
-21,309
6088
$61K ﹤0.01%
6,426
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6089
$61K ﹤0.01%
3,000
6090
$61K ﹤0.01%
6,193
-49
6091
$61K ﹤0.01%
19,246
-95,348
6092
$61K ﹤0.01%
6,274
+4,829
6093
$60K ﹤0.01%
33,452
+7,094
6094
$60K ﹤0.01%
12,132
-2,620
6095
$60K ﹤0.01%
641
-623
6096
$60K ﹤0.01%
22,060
-2,049
6097
$60K ﹤0.01%
3,996
+841
6098
$60K ﹤0.01%
973
-355
6099
$60K ﹤0.01%
1,372
+84
6100
$59K ﹤0.01%
13,795
-31,328
242 243
244
245 246