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
2626
$4.74M ﹤0.01%
182,932
+20,131
2627
$4.74M ﹤0.01%
110,646
-17,649
2628
$4.73M ﹤0.01%
243,437
-19,177
2629
$4.71M ﹤0.01%
394,448
+6,917
2630
$4.71M ﹤0.01%
77,744
+17,485
2631
$4.71M ﹤0.01%
212,760
-10,188
2632
$4.7M ﹤0.01%
274,205
-139,898
2633
$4.69M ﹤0.01%
548,736
-83,151
2634
$4.68M ﹤0.01%
194,037
-353,108
2635
$4.68M ﹤0.01%
373,254
-112,799
2636
$4.66M ﹤0.01%
181,517
-105,684
2637
$4.66M ﹤0.01%
114,781
-264,707
2638
$4.66M ﹤0.01%
233,841
-17,361
2639
$4.65M ﹤0.01%
163,589
-74,150
2640
$4.65M ﹤0.01%
96,779
-6,968
2641
$4.64M ﹤0.01%
107,742
+1,450
2642
$4.64M ﹤0.01%
403,899
-63,987
2643
$4.63M ﹤0.01%
126,057
+17,003
2644
$4.62M ﹤0.01%
192,709
-99,016
2645
$4.62M ﹤0.01%
104,007
-26,024
2646
$4.62M ﹤0.01%
110,755
+8,957
2647
$4.61M ﹤0.01%
112,114
+16,176
2648
$4.6M ﹤0.01%
165,004
+14,934
2649
$4.59M ﹤0.01%
68,136
+23,496
2650
$4.59M ﹤0.01%
587,838
-167,892
104 105
106
107 108