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
6401
$28K ﹤0.01%
1,717
-873
6402
$28K ﹤0.01%
2,582
-331
6403
$28K ﹤0.01%
4,470
+4,129
6404
$28K ﹤0.01%
2,662
-360
6405
$28K ﹤0.01%
1,173
6406
$28K ﹤0.01%
4,062
-100
6407
$28K ﹤0.01%
1,701
-500
6408
$28K ﹤0.01%
12,646
+2
6409
$28K ﹤0.01%
1,041
+820
6410
$28K ﹤0.01%
1,807
-1,000
6411
$28K ﹤0.01%
2,744
+1,078
6412
$28K ﹤0.01%
1,250
6413
$28K ﹤0.01%
1,021
-276
6414
$28K ﹤0.01%
1,075
+639
6415
$28K ﹤0.01%
+6,667
6416
$28K ﹤0.01%
1,425
6417
$27K ﹤0.01%
915
-71
6418
$27K ﹤0.01%
3,124
6419
$27K ﹤0.01%
15,608
-69,560
6420
$27K ﹤0.01%
4,202
-7,563
6421
$27K ﹤0.01%
8,061
+433
6422
$27K ﹤0.01%
3,884
-5,636
6423
$27K ﹤0.01%
+2,710
6424
$27K ﹤0.01%
1,290
-2,074
6425
$27K ﹤0.01%
4,141
+200
255 256
257
258 259