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
6176
$50K ﹤0.01%
2,388
+2,038
6177
$50K ﹤0.01%
1,392
-1,339
6178
$50K ﹤0.01%
11,318
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6179
$50K ﹤0.01%
3,283
-54
6180
$50K ﹤0.01%
40,547
-3,690
6181
$49K ﹤0.01%
25,627
+5,979
6182
$49K ﹤0.01%
1,147
+412
6183
$49K ﹤0.01%
24,234
+22,013
6184
$49K ﹤0.01%
4,713
-200
6185
$49K ﹤0.01%
1,750
6186
$49K ﹤0.01%
2,750
-5,847
6187
$49K ﹤0.01%
10,834
+5,608
6188
$49K ﹤0.01%
6,161
6189
$48K ﹤0.01%
16,655
-19,846
6190
$48K ﹤0.01%
983
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6191
$48K ﹤0.01%
2,512
-1,000
6192
$48K ﹤0.01%
5,200
-300
6193
$48K ﹤0.01%
5,239
-1,383
6194
$48K ﹤0.01%
+1,672
6195
$48K ﹤0.01%
6,800
6196
$48K ﹤0.01%
8,957
-440
6197
$48K ﹤0.01%
24,962
-46,689
6198
$48K ﹤0.01%
41,925
-68,027
6199
$48K ﹤0.01%
85
+61
6200
$48K ﹤0.01%
4,738
-2,635
246 247
248
249 250