Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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
+24.69%
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 17.72%
2 Healthcare 11.34%
3 Financials 9.38%
4 Consumer Discretionary 8.3%
5 Communication Services 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
6826
$10K ﹤0.01%
1,000
6827
$10K ﹤0.01%
1,000
6828
$10K ﹤0.01%
1,000
6829
$10K ﹤0.01%
380
+337
6830
$10K ﹤0.01%
1,011
-1,100
6831
$9K ﹤0.01%
900
6832
$9K ﹤0.01%
1,808
6833
$9K ﹤0.01%
4,477
-1,183
6834
$9K ﹤0.01%
843
-349
6835
$9K ﹤0.01%
+739
6836
$9K ﹤0.01%
+2,256
6837
$9K ﹤0.01%
381
-700
6838
$9K ﹤0.01%
2,012
+12
6839
$9K ﹤0.01%
1,069
-800
6840
$9K ﹤0.01%
977
-4,773
6841
$9K ﹤0.01%
4,737
6842
$9K ﹤0.01%
183
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6843
$9K ﹤0.01%
195
6844
$9K ﹤0.01%
969
-291
6845
$9K ﹤0.01%
1,513
-3,454
6846
$9K ﹤0.01%
+350
6847
$9K ﹤0.01%
853
+796
6848
$9K ﹤0.01%
458
-1,500
6849
$9K ﹤0.01%
1,667
6850
$9K ﹤0.01%
4,300
-280
272 273
274
275 276