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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
6726
$13K ﹤0.01%
2,262
+2,231
6727
$13K ﹤0.01%
15,389
-28,109
6728
$13K ﹤0.01%
1,367
-2,000
6729
$13K ﹤0.01%
42,823
-63,974
6730
$13K ﹤0.01%
9,310
-35,485
6731
$13K ﹤0.01%
360
+157
6732
$13K ﹤0.01%
1,182
-4,060
6733
$13K ﹤0.01%
1,625
-18,521
6734
$13K ﹤0.01%
398
-399
6735
$13K ﹤0.01%
3,764
+2,006
6736
$13K ﹤0.01%
25,000
6737
$13K ﹤0.01%
1,626
-8,620
6738
$13K ﹤0.01%
+617
6739
$13K ﹤0.01%
13,141
-208,642
6740
$12K ﹤0.01%
227
-95,631
6741
$12K ﹤0.01%
2,247
6742
$12K ﹤0.01%
156
-3,281
6743
$12K ﹤0.01%
6,501
+47
6744
$12K ﹤0.01%
+967
6745
$12K ﹤0.01%
593
6746
$12K ﹤0.01%
470
+110
6747
$12K ﹤0.01%
559
6748
$12K ﹤0.01%
1,606
+1,129
6749
$12K ﹤0.01%
470
6750
$12K ﹤0.01%
532
+230
268 269
270
271 272