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
6376
$31K ﹤0.01%
4,580
+3,155
6377
$31K ﹤0.01%
900
6378
$30K ﹤0.01%
+691
6379
$30K ﹤0.01%
11,008
+999
6380
$30K ﹤0.01%
19,254
-39,092
6381
$30K ﹤0.01%
16,059
-4,812
6382
$30K ﹤0.01%
849
6383
$30K ﹤0.01%
478
+201
6384
$30K ﹤0.01%
1,285
6385
$30K ﹤0.01%
29,524
-10,257
6386
$30K ﹤0.01%
384
-1,130
6387
$30K ﹤0.01%
9,691
-361
6388
$30K ﹤0.01%
311
-232
6389
$30K ﹤0.01%
13,421
-23,936
6390
$30K ﹤0.01%
+2,882
6391
$30K ﹤0.01%
3,024
-4,500
6392
$30K ﹤0.01%
18,843
+3,542
6393
$29K ﹤0.01%
5,874
-529,037
6394
$29K ﹤0.01%
7,222
+375
6395
$29K ﹤0.01%
1,015
-1,872
6396
$29K ﹤0.01%
11,782
+282
6397
$29K ﹤0.01%
+2,904
6398
$29K ﹤0.01%
10,824
-81,161
6399
$29K ﹤0.01%
1,015
+31
6400
$29K ﹤0.01%
+11,127
254 255
256
257 258