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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
7426
$0 ﹤0.01%
2,576
7427
$0 ﹤0.01%
2
7428
$0 ﹤0.01%
1
7429
$0 ﹤0.01%
6
7430
– –
-396
7431
– –
-774
7432
– –
-138,591
7433
– –
-127,442
7434
– –
-134
7435
– –
-1,180
7436
– –
-1,168,589
7437
– –
-300
7438
– –
-43,307
7439
– –
-19,943
7440
$0 ﹤0.01%
+7
7441
– –
-304,858
7442
$0 ﹤0.01%
+1
7443
$0 ﹤0.01%
1
7444
– –
-800
7445
– –
-400
7446
– –
-5,848
7447
– –
-931,117
7448
– –
-487
7449
– –
-31,851
7450
– –
-728,696
296 297
298
299 300