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
2676
$4.49M ﹤0.01%
241,466
+50,103
2677
$4.47M ﹤0.01%
308,334
-153,258
2678
$4.46M ﹤0.01%
322,904
+314,226
2679
$4.46M ﹤0.01%
325,012
+29,667
2680
$4.46M ﹤0.01%
143,081
-31,861
2681
$4.46M ﹤0.01%
119,673
-45,345
2682
$4.46M ﹤0.01%
439,119
+55,209
2683
$4.45M ﹤0.01%
179,223
-684,824
2684
$4.44M ﹤0.01%
156,953
+41,562
2685
$4.44M ﹤0.01%
172,392
+59,236
2686
$4.43M ﹤0.01%
122,742
+2,190
2687
$4.42M ﹤0.01%
90,143
-16,963
2688
$4.41M ﹤0.01%
178,406
+17,607
2689
$4.41M ﹤0.01%
192,131
-482,254
2690
$4.41M ﹤0.01%
209,461
+131,603
2691
$4.4M ﹤0.01%
149,384
-37,547
2692
$4.4M ﹤0.01%
260,098
+33,733
2693
$4.38M ﹤0.01%
338,664
+63,331
2694
$4.37M ﹤0.01%
348,842
+56,754
2695
$4.36M ﹤0.01%
271,038
+106,456
2696
$4.35M ﹤0.01%
935,364
-459,665
2697
$4.35M ﹤0.01%
47,394
+18,624
2698
$4.34M ﹤0.01%
162,590
-83,387
2699
$4.34M ﹤0.01%
327,259
+104,960
2700
$4.33M ﹤0.01%
330,194
-153,904
106 107
108
109 110