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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
6976
$5K ﹤0.01%
1,406
+6
6977
$5K ﹤0.01%
687
-3,328
6978
$5K ﹤0.01%
640
-1,086
6979
$5K ﹤0.01%
145
+2
6980
$5K ﹤0.01%
+189
6981
$5K ﹤0.01%
1,652
-11,249
6982
$5K ﹤0.01%
2,063
-2,004
6983
$5K ﹤0.01%
119
-4,349
6984
$5K ﹤0.01%
68
6985
$5K ﹤0.01%
100
6986
$5K ﹤0.01%
906
6987
$5K ﹤0.01%
149
6988
$5K ﹤0.01%
210
-4,020
6989
$5K ﹤0.01%
25
6990
$5K ﹤0.01%
+198
6991
$5K ﹤0.01%
200
6992
$5K ﹤0.01%
591
-278
6993
$5K ﹤0.01%
978
6994
$5K ﹤0.01%
1,251
+1
6995
$5K ﹤0.01%
1,020
6996
$5K ﹤0.01%
121
+118
6997
$5K ﹤0.01%
127
-1,121
6998
$5K ﹤0.01%
590
6999
$5K ﹤0.01%
547
-4,100
7000
$5K ﹤0.01%
496
-1,900
278 279
280
281 282