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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
6676
$15K ﹤0.01%
14,696
-11,687
6677
$15K ﹤0.01%
661
6678
$15K ﹤0.01%
6,620
-70,938
6679
$15K ﹤0.01%
4,767
-1,861
6680
$15K ﹤0.01%
+20
6681
$15K ﹤0.01%
10,316
6682
$15K ﹤0.01%
9,900
-3,814
6683
$15K ﹤0.01%
511
-670
6684
$15K ﹤0.01%
7,897
+99
6685
$15K ﹤0.01%
2,258
-969
6686
$15K ﹤0.01%
13,940
+1,967
6687
$15K ﹤0.01%
1,011
+642
6688
$15K ﹤0.01%
5,283
-33,873
6689
$15K ﹤0.01%
22,387
-8,563
6690
$15K ﹤0.01%
3,110
+2,499
6691
$15K ﹤0.01%
9,472
-9,873
6692
$14K ﹤0.01%
4,716
-1,998
6693
$14K ﹤0.01%
1,462
-7,129
6694
$14K ﹤0.01%
500
6695
$14K ﹤0.01%
504
-300
6696
$14K ﹤0.01%
1,300
6697
$14K ﹤0.01%
6,750
-1,685
6698
$14K ﹤0.01%
326
-2,103
6699
$14K ﹤0.01%
628
+413
6700
$14K ﹤0.01%
541
-800
266 267
268
269 270