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
2601
$4.94M ﹤0.01%
154,711
+52,048
2602
$4.94M ﹤0.01%
587,591
+54,538
2603
$4.92M ﹤0.01%
631,919
-156,726
2604
$4.92M ﹤0.01%
188,369
+84,377
2605
$4.91M ﹤0.01%
106,658
+48,148
2606
$4.89M ﹤0.01%
284,160
+85,491
2607
$4.88M ﹤0.01%
559,787
+104,123
2608
$4.86M ﹤0.01%
122,464
-37,920
2609
$4.86M ﹤0.01%
98,605
-30,817
2610
$4.86M ﹤0.01%
341,327
-141,802
2611
$4.85M ﹤0.01%
177,158
+6,866
2612
$4.85M ﹤0.01%
128,490
+82,414
2613
$4.84M ﹤0.01%
432,227
+349,928
2614
$4.83M ﹤0.01%
148,212
-79,232
2615
$4.82M ﹤0.01%
287,680
-112,119
2616
$4.81M ﹤0.01%
165,498
+25,112
2617
$4.81M ﹤0.01%
346,149
-129,849
2618
$4.81M ﹤0.01%
89,412
-68,759
2619
$4.8M ﹤0.01%
391,862
+58,606
2620
$4.79M ﹤0.01%
187,333
+15,141
2621
$4.78M ﹤0.01%
240,064
+52,270
2622
$4.76M ﹤0.01%
79,288
+22,722
2623
$4.76M ﹤0.01%
98,218
+1,488
2624
$4.75M ﹤0.01%
145,067
-61,052
2625
$4.75M ﹤0.01%
337,758
-6,846
103 104
105
106 107