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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
6626
$17K ﹤0.01%
147
+81
6627
$17K ﹤0.01%
95,763
-11,003
6628
$17K ﹤0.01%
1,738
+38
6629
$16K ﹤0.01%
6,128
+4,128
6630
$16K ﹤0.01%
147
-106
6631
$16K ﹤0.01%
6
-3
6632
$16K ﹤0.01%
9,647
-5,100
6633
$16K ﹤0.01%
2,090
-1,262
6634
$16K ﹤0.01%
1,166
-79
6635
$16K ﹤0.01%
1,058
-1,852
6636
$16K ﹤0.01%
1,501
+1
6637
$16K ﹤0.01%
+50,000
6638
$16K ﹤0.01%
367
+2
6639
$16K ﹤0.01%
30,213
-4,450
6640
$16K ﹤0.01%
1,081
-2,016
6641
$16K ﹤0.01%
13,447
-11,645
6642
$16K ﹤0.01%
3,047
-82,747
6643
$16K ﹤0.01%
300
6644
$16K ﹤0.01%
7,155
+819
6645
$16K ﹤0.01%
8,433
-2,945
6646
$16K ﹤0.01%
2,000
6647
$16K ﹤0.01%
1,610
-127
6648
$16K ﹤0.01%
1,600
6649
$16K ﹤0.01%
3,207
-7,027
6650
$16K ﹤0.01%
16,331
+15,971
264 265
266
267 268