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
6151
$53K ﹤0.01%
+1,639
6152
$53K ﹤0.01%
2,400
-4,447
6153
$53K ﹤0.01%
1,410
6154
$53K ﹤0.01%
2,019
6155
$53K ﹤0.01%
5,263
-2,962
6156
$52K ﹤0.01%
2,200
-500
6157
$52K ﹤0.01%
5,100
+5,000
6158
$52K ﹤0.01%
2,936
-772
6159
$52K ﹤0.01%
1,428
+551
6160
$52K ﹤0.01%
5,233
-8,481
6161
$51K ﹤0.01%
39
-25
6162
$51K ﹤0.01%
18,053
-17,466
6163
$51K ﹤0.01%
2,570
-1,623
6164
$51K ﹤0.01%
1,919
-351
6165
$51K ﹤0.01%
1,355
-1,744
6166
$51K ﹤0.01%
4,978
-4,807
6167
$51K ﹤0.01%
1,826
-737
6168
$51K ﹤0.01%
8,757
-3,876
6169
$51K ﹤0.01%
2,810
-50
6170
$50K ﹤0.01%
+500
6171
$50K ﹤0.01%
2,000
6172
$50K ﹤0.01%
11,495
-4,806
6173
$50K ﹤0.01%
12,659
-76,141
6174
$50K ﹤0.01%
+15,000
6175
$50K ﹤0.01%
+1,763
245 246
247
248 249