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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
6101
$59K ﹤0.01%
3,745
+100
6102
$59K ﹤0.01%
4,574
-189
6103
$59K ﹤0.01%
7,800
+2,400
6104
$59K ﹤0.01%
1,053
-34
6105
$59K ﹤0.01%
22,284
-18,890
6106
$59K ﹤0.01%
13,795
-31,328
6107
$59K ﹤0.01%
10,797
-6,346
6108
$59K ﹤0.01%
49,312
-179,901
6109
$59K ﹤0.01%
281,568
-280,009
6110
$58K ﹤0.01%
2,535
-500
6111
$58K ﹤0.01%
591
+547
6112
$58K ﹤0.01%
1,800
6113
$58K ﹤0.01%
2,824
+2,823
6114
$58K ﹤0.01%
149,879
+72,806
6115
$58K ﹤0.01%
33,501
-167,789
6116
$58K ﹤0.01%
8,438
-5,667
6117
$57K ﹤0.01%
3,684
-4,691
6118
– –
0
6119
$57K ﹤0.01%
5,849
-15,315
6120
– –
0
6121
$57K ﹤0.01%
2,000
6122
$57K ﹤0.01%
1,721
-6,638
6123
$57K ﹤0.01%
2,220
-70
6124
$57K ﹤0.01%
+4,108
6125
$57K ﹤0.01%
10,526
-3,328
243 244
245
246 247