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
7076
$4K ﹤0.01%
2,761
+2,499
7077
$4K ﹤0.01%
400
7078
$4K ﹤0.01%
390
-179
7079
$4K ﹤0.01%
400
7080
$4K ﹤0.01%
194
7081
$4K ﹤0.01%
12,380
-1
7082
$4K ﹤0.01%
3,149
-12,269
7083
$4K ﹤0.01%
35,216
+1,000
7084
$4K ﹤0.01%
401
-3,000
7085
$4K ﹤0.01%
382
-100
7086
$4K ﹤0.01%
+1,861,735
7087
$4K ﹤0.01%
150
7088
$4K ﹤0.01%
26,732
7089
$4K ﹤0.01%
760
+360
7090
$3K ﹤0.01%
+300
7091
$3K ﹤0.01%
+50
7092
$3K ﹤0.01%
+600
7093
$3K ﹤0.01%
587
+487
7094
$3K ﹤0.01%
71
7095
$3K ﹤0.01%
1,518
7096
$3K ﹤0.01%
+110
7097
$3K ﹤0.01%
447
7098
$3K ﹤0.01%
28,832
7099
$3K ﹤0.01%
2,050
7100
$3K ﹤0.01%
333
282 283
284
285 286