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
6451
$25K ﹤0.01%
2,490
-682
6452
$25K ﹤0.01%
595
+350
6453
$25K ﹤0.01%
4,076
+1
6454
$25K ﹤0.01%
2,510
6455
$25K ﹤0.01%
+2,500
6456
$25K ﹤0.01%
34,989
-1,271
6457
$25K ﹤0.01%
694
-1,126
6458
$25K ﹤0.01%
63,312
6459
$25K ﹤0.01%
2,519
-2,500
6460
$25K ﹤0.01%
6,514
-844
6461
$25K ﹤0.01%
11,236
+4,672
6462
$24K ﹤0.01%
+17,500
6463
$24K ﹤0.01%
2
-5
6464
$24K ﹤0.01%
4,849
-3,907
6465
$24K ﹤0.01%
1,287
6466
$24K ﹤0.01%
721
6467
$24K ﹤0.01%
322
-1,740
6468
$24K ﹤0.01%
436
6469
$24K ﹤0.01%
25,775
-109,485
6470
$24K ﹤0.01%
12,530
-10,830
6471
$24K ﹤0.01%
+3,100
6472
$24K ﹤0.01%
15,900
6473
$24K ﹤0.01%
10,097
-4,021
6474
$24K ﹤0.01%
11,000
-28,266
6475
$24K ﹤0.01%
1,400
257 258
259
260 261