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
2651
$4.59M ﹤0.01%
125,034
-3,844
2652
$4.59M ﹤0.01%
163,207
+6,977
2653
$4.58M ﹤0.01%
145,517
+12,285
2654
$4.58M ﹤0.01%
70,511
+11,183
2655
$4.58M ﹤0.01%
469,681
+18,719
2656
$4.58M ﹤0.01%
170,074
-7,186
2657
$4.58M ﹤0.01%
377,498
+8,554
2658
$4.57M ﹤0.01%
171,334
+41,452
2659
$4.56M ﹤0.01%
5,003
-7,612
2660
$4.56M ﹤0.01%
134,816
+92,896
2661
$4.55M ﹤0.01%
140,886
-1,426
2662
$4.55M ﹤0.01%
236,728
-829,705
2663
$4.55M ﹤0.01%
324,104
+9,860
2664
$4.53M ﹤0.01%
248,865
-20,787
2665
$4.53M ﹤0.01%
71,601
-29,254
2666
$4.52M ﹤0.01%
185,894
+41,325
2667
$4.52M ﹤0.01%
167,648
-19,342
2668
$4.51M ﹤0.01%
315,449
+132,339
2669
$4.51M ﹤0.01%
535,784
+338,460
2670
$4.51M ﹤0.01%
165,760
+4,418
2671
$4.51M ﹤0.01%
864,085
-72,749
2672
$4.5M ﹤0.01%
390,032
+21,653
2673
$4.5M ﹤0.01%
106,928
+66,149
2674
$4.49M ﹤0.01%
98,119
-6,050
2675
$4.49M ﹤0.01%
372,339
+121,720
105 106
107
108 109