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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
7551
$0 ﹤0.01%
115
7552
$0 ﹤0.01%
1
7553
– –
-200
7554
$0 ﹤0.01%
+168
7555
$0 ﹤0.01%
375
7556
– –
-1,000
7557
$0 ﹤0.01%
500
7558
$0 ﹤0.01%
875
-10,000
7559
$0 ﹤0.01%
1,162
-2,400
7560
$0 ﹤0.01%
732
+88
7561
– –
0
7562
$0 ﹤0.01%
11
-15,487
7563
– –
0
7564
– –
-8,095
7565
$0 ﹤0.01%
9
7566
$0 ﹤0.01%
1
7567
– –
-6,111
7568
– –
-14,817
7569
$0 ﹤0.01%
7,441
7570
$0 ﹤0.01%
112
7571
– –
-11,834
7572
– –
-6,705
7573
– –
-285
7574
– –
-1,003,445
7575
– –
-5,195
301 302
303
304 305