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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
6526
$21K ﹤0.01%
+485
6527
$21K ﹤0.01%
678
-631
6528
$21K ﹤0.01%
1,907
+7
6529
– –
0
6530
$21K ﹤0.01%
8,158
-6,921
6531
$21K ﹤0.01%
84
-156
6532
$21K ﹤0.01%
6,810
+1,215
6533
$21K ﹤0.01%
545
6534
$21K ﹤0.01%
5,734
-4,790
6535
$21K ﹤0.01%
20,111
-94,892
6536
$21K ﹤0.01%
5,001
-3,525
6537
$21K ﹤0.01%
832
-609
6538
$21K ﹤0.01%
2,130
6539
$21K ﹤0.01%
2,111
6540
$21K ﹤0.01%
2,100
6541
$21K ﹤0.01%
8,895
-2,169
6542
$20K ﹤0.01%
2,000
-2,465
6543
$20K ﹤0.01%
1,063
6544
$20K ﹤0.01%
1,006
-1,907
6545
$20K ﹤0.01%
1,036
6546
$20K ﹤0.01%
+1,000
6547
$20K ﹤0.01%
1,952
-1,469
6548
$20K ﹤0.01%
4,692
+1,827
6549
$20K ﹤0.01%
1,142
-1,233
6550
$20K ﹤0.01%
489
-14
260 261
262
263 264