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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
6176
$50K ﹤0.01%
2,388
+2,038
6177
$50K ﹤0.01%
1,392
-1,339
6178
$50K ﹤0.01%
11,318
-875
6179
$50K ﹤0.01%
3,283
-54
6180
$50K ﹤0.01%
2,000
6181
$49K ﹤0.01%
2,750
-5,847
6182
$49K ﹤0.01%
10,834
+5,608
6183
$49K ﹤0.01%
25,627
+5,979
6184
$49K ﹤0.01%
1,147
+412
6185
$49K ﹤0.01%
24,234
+22,013
6186
$49K ﹤0.01%
4,713
-200
6187
$49K ﹤0.01%
1,750
6188
$49K ﹤0.01%
6,161
6189
$48K ﹤0.01%
6,800
6190
$48K ﹤0.01%
5,200
-300
6191
$48K ﹤0.01%
5,239
-1,383
6192
$48K ﹤0.01%
16,655
-19,846
6193
$48K ﹤0.01%
983
+422
6194
$48K ﹤0.01%
+1,672
6195
$48K ﹤0.01%
8,957
-440
6196
$48K ﹤0.01%
24,962
-46,689
6197
$48K ﹤0.01%
41,925
-68,027
6198
$48K ﹤0.01%
85
+61
6199
$48K ﹤0.01%
4,738
-2,635
6200
$48K ﹤0.01%
1,836
-284
246 247
248
249 250