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
2726
$4.21M ﹤0.01%
40,017
+9,776
2727
$4.2M ﹤0.01%
215,625
-93,761
2728
$4.2M ﹤0.01%
79,870
+34,312
2729
$4.19M ﹤0.01%
151,984
+7,976
2730
$4.19M ﹤0.01%
340,899
-113,701
2731
$4.18M ﹤0.01%
102,406
+11,986
2732
$4.18M ﹤0.01%
197,199
+45,365
2733
$4.18M ﹤0.01%
150,195
-80,170
2734
$4.17M ﹤0.01%
150,877
-14,572
2735
$4.17M ﹤0.01%
76,078
+6,798
2736
$4.17M ﹤0.01%
106,067
-13,386
2737
$4.16M ﹤0.01%
241,317
+34,944
2738
$4.15M ﹤0.01%
276,323
+83,637
2739
$4.14M ﹤0.01%
79,627
-87,390
2740
$4.13M ﹤0.01%
68,734
+63,201
2741
$4.13M ﹤0.01%
1,015
-995
2742
$4.12M ﹤0.01%
138,098
+37,172
2743
$4.12M ﹤0.01%
346,102
+301,291
2744
$4.12M ﹤0.01%
744,230
+33,452
2745
$4.12M ﹤0.01%
93,411
-20,336
2746
$4.11M ﹤0.01%
132,730
+2,394
2747
$4.1M ﹤0.01%
+1,236,179
2748
$4.1M ﹤0.01%
107,713
-3,849
2749
$4.1M ﹤0.01%
292,202
-178,217
2750
$4.09M ﹤0.01%
305,934
-4,091
108 109
110
111 112