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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
6451
$25K ﹤0.01%
595
+350
6452
$25K ﹤0.01%
4,076
+1
6453
$25K ﹤0.01%
2,510
6454
$25K ﹤0.01%
2,530
6455
$25K ﹤0.01%
34,989
-1,271
6456
$25K ﹤0.01%
694
-1,126
6457
$25K ﹤0.01%
63,312
6458
$25K ﹤0.01%
2,519
-2,500
6459
$25K ﹤0.01%
6,514
-844
6460
$25K ﹤0.01%
11,236
+4,672
6461
$25K ﹤0.01%
+2,500
6462
$24K ﹤0.01%
25,775
-109,485
6463
$24K ﹤0.01%
12,530
-10,830
6464
$24K ﹤0.01%
15,900
6465
$24K ﹤0.01%
10,097
-4,021
6466
$24K ﹤0.01%
11,000
-28,266
6467
$24K ﹤0.01%
1,400
6468
$24K ﹤0.01%
5,150
+5,000
6469
$24K ﹤0.01%
4,437
+84
6470
$24K ﹤0.01%
5,163
+833
6471
– –
-1
6472
$24K ﹤0.01%
4,849
-3,907
6473
$24K ﹤0.01%
1,287
6474
$24K ﹤0.01%
721
6475
$24K ﹤0.01%
322
-1,740
257 258
259
260 261