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
2826
$3.76M ﹤0.01%
321,470
-22,645
2827
$3.75M ﹤0.01%
283,282
+11,020
2828
$3.75M ﹤0.01%
246,840
+8,388
2829
$3.75M ﹤0.01%
85,200
-8,636
2830
$3.75M ﹤0.01%
633,652
+281,249
2831
$3.75M ﹤0.01%
67,428
+7,477
2832
$3.74M ﹤0.01%
66,211
+3,581
2833
$3.73M ﹤0.01%
106,936
-36,569
2834
$3.72M ﹤0.01%
8,006
+6,537
2835
$3.72M ﹤0.01%
70,398
-32,238
2836
$3.71M ﹤0.01%
68,873
+92
2837
$3.71M ﹤0.01%
74,118
+21,073
2838
$3.71M ﹤0.01%
209,240
+14,596
2839
$3.71M ﹤0.01%
292,110
+57,249
2840
$3.71M ﹤0.01%
265,739
+98,788
2841
$3.7M ﹤0.01%
317,498
-19,012
2842
$3.69M ﹤0.01%
114,960
-149,037
2843
$3.69M ﹤0.01%
297,643
-6,327
2844
$3.68M ﹤0.01%
398,202
+303,069
2845
$3.68M ﹤0.01%
12,591
-19,318
2846
$3.67M ﹤0.01%
221,185
2847
$3.67M ﹤0.01%
270,228
-35,445
2848
$3.67M ﹤0.01%
284,704
-1,490
2849
$3.67M ﹤0.01%
303,887
+9,469
2850
$3.67M ﹤0.01%
+555,555
112 113
114
115 116