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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
6701
$14K ﹤0.01%
57,512
-7,608
6702
$14K ﹤0.01%
15,292
-2,962
6703
$14K ﹤0.01%
818
6704
$14K ﹤0.01%
10,000
6705
$14K ﹤0.01%
305
6706
$14K ﹤0.01%
357
+25
6707
$14K ﹤0.01%
598
-196
6708
$14K ﹤0.01%
6,077
+6
6709
$14K ﹤0.01%
5,811
-33,147
6710
$14K ﹤0.01%
1,396
-1,787
6711
$14K ﹤0.01%
7,819
+4,488
6712
$14K ﹤0.01%
7,433
-6,593
6713
$14K ﹤0.01%
51,626
+12,137
6714
$14K ﹤0.01%
13,900
+2,040
6715
$13K ﹤0.01%
2,502
+1,345
6716
$13K ﹤0.01%
28
+5
6717
$13K ﹤0.01%
2,301
-532
6718
$13K ﹤0.01%
10
+4
6719
$13K ﹤0.01%
501
-354
6720
– –
0
6721
$13K ﹤0.01%
1,422
+898
6722
$13K ﹤0.01%
452
+122
6723
$13K ﹤0.01%
151
-236
6724
$13K ﹤0.01%
1,567
-14,747
6725
$13K ﹤0.01%
520
267 268
269
270 271