Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

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
+24.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$260B
AUM Growth
+$4.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,004
New
Increased
Reduced
Closed

Top Buys

1
+$1B
2
+$544M
3
+$509M
4
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$503M
5
CPRI icon
Capri Holdings
CPRI
+$469M

Top Sells

1
+$771M
2
+$638M
3
+$446M
4
DLTR icon
Dollar Tree
DLTR
+$430M
5
TXI
TEXAS INDUSTRIES INC
TXI
+$384M

Sector Composition

1 Technology 8.95%
2 Financials 8.74%
3 Healthcare 8.55%
4 Energy 7.46%
5 Communication Services 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$5.8M ﹤0.01%
259,793
+23,871
2477
$5.79M ﹤0.01%
220,370
+204,703
2478
$5.78M ﹤0.01%
303,412
-68,502
2479
$5.78M ﹤0.01%
159,856
+15,605
2480
$5.77M ﹤0.01%
169,822
-250,681
2481
$5.77M ﹤0.01%
132,282
-388,754
2482
$5.75M ﹤0.01%
316,338
-333,863
2483
$5.75M ﹤0.01%
156,122
+770
2484
$5.74M ﹤0.01%
+179,427
2485
$5.73M ﹤0.01%
844,097
+33,685
2486
$5.73M ﹤0.01%
335,132
-137,015
2487
$5.72M ﹤0.01%
434,459
+399,684
2488
$5.72M ﹤0.01%
120,098
-47,202
2489
$5.72M ﹤0.01%
56,780
+20,421
2490
$5.72M ﹤0.01%
141,957
-10,001
2491
$5.71M ﹤0.01%
483,785
-3,840
2492
$5.7M ﹤0.01%
255,077
+4,419
2493
$5.7M ﹤0.01%
111,500
+31,733
2494
$5.69M ﹤0.01%
246,843
+109,968
2495
$5.68M ﹤0.01%
116,927
-25,235
2496
$5.67M ﹤0.01%
271,632
+8,667
2497
$5.67M ﹤0.01%
355,624
+47,506
2498
$5.67M ﹤0.01%
36,863
-29,786
2499
$5.66M ﹤0.01%
89,089
-8,610
2500
$5.66M ﹤0.01%
+539,607
98 99
100
101 102