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
2701
$4.31M ﹤0.01%
226,959
-72,074
2702
$4.3M ﹤0.01%
38,410
+14,177
2703
$4.3M ﹤0.01%
146,374
-9,443
2704
$4.3M ﹤0.01%
90,820
-22,588
2705
$4.29M ﹤0.01%
271,943
-15,731
2706
$4.28M ﹤0.01%
117,072
-7,240
2707
$4.28M ﹤0.01%
83,401
-132,958
2708
$4.28M ﹤0.01%
115,217
-15,322
2709
$4.27M ﹤0.01%
276,769
+118,720
2710
$4.27M ﹤0.01%
329,411
-29,556
2711
$4.27M ﹤0.01%
314,969
+35,058
2712
$4.27M ﹤0.01%
275,033
-21,162
2713
$4.26M ﹤0.01%
384,758
-347,803
2714
$4.26M ﹤0.01%
448,619
+48,929
2715
$4.25M ﹤0.01%
197,853
+28,627
2716
$4.24M ﹤0.01%
309,625
-347,041
2717
$4.23M ﹤0.01%
44,195
+19,393
2718
$4.23M ﹤0.01%
82,740
-7,307
2719
$4.23M ﹤0.01%
814,948
-35,456
2720
$4.23M ﹤0.01%
392,915
-138,287
2721
$4.22M ﹤0.01%
325,163
+200,507
2722
$4.22M ﹤0.01%
133,384
-28,141
2723
$4.21M ﹤0.01%
76,410
+7,308
2724
$4.21M ﹤0.01%
216,176
+35,498
2725
$4.21M ﹤0.01%
411,138
-16,438
107 108
109
110 111