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
2751
$4.09M ﹤0.01%
82,738
+5,406
2752
$4.08M ﹤0.01%
252,938
+80,923
2753
$4.08M ﹤0.01%
372,874
+9,116
2754
$4.07M ﹤0.01%
188,202
-55,050
2755
$4.07M ﹤0.01%
284,569
-59,620
2756
$4.06M ﹤0.01%
84,649
-1,446
2757
$4.06M ﹤0.01%
31,141
+746
2758
$4.06M ﹤0.01%
296,868
+58,585
2759
$4.06M ﹤0.01%
159,793
-3,296
2760
$4.05M ﹤0.01%
57,793
-26,433
2761
$4.04M ﹤0.01%
457,938
+70,377
2762
$4.04M ﹤0.01%
134,363
-35,069
2763
$4.04M ﹤0.01%
82,932
-165,867
2764
$4.03M ﹤0.01%
146,982
+35,453
2765
$4.03M ﹤0.01%
134,094
+38,316
2766
$4.02M ﹤0.01%
88,618
+64,698
2767
$4.02M ﹤0.01%
33,083
-50,505
2768
$4.01M ﹤0.01%
6,309
+423
2769
$4.01M ﹤0.01%
226,534
+77,936
2770
$4.01M ﹤0.01%
674,039
+328,019
2771
$4.01M ﹤0.01%
+652,026
2772
$4M ﹤0.01%
104,262
+2,116
2773
$4M ﹤0.01%
162,372
+1,344
2774
$4M ﹤0.01%
96,914
+27,980
2775
$4M ﹤0.01%
3,173
-2,213
109 110
111
112 113