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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
6476
$24K ﹤0.01%
436
6477
$24K ﹤0.01%
+17,500
6478
$24K ﹤0.01%
+3,100
6479
$23K ﹤0.01%
547
+537
6480
$23K ﹤0.01%
13,043
-19,913
6481
$23K ﹤0.01%
1,172
-10
6482
$23K ﹤0.01%
4,893
6483
$23K ﹤0.01%
41
-8
6484
$23K ﹤0.01%
5,000
-700
6485
$23K ﹤0.01%
522
-1,846
6486
$23K ﹤0.01%
540
+74
6487
$23K ﹤0.01%
+799
6488
$23K ﹤0.01%
6,000
6489
$23K ﹤0.01%
428
+75
6490
$23K ﹤0.01%
260
-61
6491
$23K ﹤0.01%
20,013
-46,219
6492
$23K ﹤0.01%
5
6493
$23K ﹤0.01%
4,828
+367
6494
$23K ﹤0.01%
823
-300
6495
$23K ﹤0.01%
688
+593
6496
$23K ﹤0.01%
1,090
-21,087
6497
$23K ﹤0.01%
581
-130
6498
$23K ﹤0.01%
+1
6499
$22K ﹤0.01%
5,239
+756
6500
$22K ﹤0.01%
12,311
-3,733
258 259
260
261 262