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
6226
$44K ﹤0.01%
14,901
-11,910
6227
$44K ﹤0.01%
5,743
-3,175
6228
$44K ﹤0.01%
30,868
+1,063
6229
$44K ﹤0.01%
2,067
+1,556
6230
$44K ﹤0.01%
2,297
6231
$44K ﹤0.01%
4,500
6232
$44K ﹤0.01%
4,237
-594
6233
$43K ﹤0.01%
2,142
-712
6234
$43K ﹤0.01%
5,931
+294
6235
$43K ﹤0.01%
2,275
-10,799
6236
$43K ﹤0.01%
1,482
+786
6237
$43K ﹤0.01%
7,146
-355
6238
$42K ﹤0.01%
12,072
+1,043
6239
$42K ﹤0.01%
11,214
-1,167
6240
$42K ﹤0.01%
3,255
-200
6241
$42K ﹤0.01%
21,869
6242
$42K ﹤0.01%
7,978
-344
6243
$42K ﹤0.01%
2,215
+869
6244
$42K ﹤0.01%
2,402
6245
$42K ﹤0.01%
650
-1,893
6246
$42K ﹤0.01%
+1,567
6247
$42K ﹤0.01%
9,362
+1,371
6248
$42K ﹤0.01%
1,441
-2,887
6249
$42K ﹤0.01%
7,243
-11,428
6250
$42K ﹤0.01%
728
248 249
250
251 252