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
2851
$3.67M ﹤0.01%
222,617
+67,985
2852
$3.67M ﹤0.01%
137,803
-304,785
2853
$3.66M ﹤0.01%
119,421
+7,795
2854
$3.66M ﹤0.01%
215,776
+10,586
2855
$3.64M ﹤0.01%
25,585
+11,518
2856
$3.64M ﹤0.01%
164,387
+5,789
2857
$3.63M ﹤0.01%
151,096
-10,910
2858
$3.63M ﹤0.01%
162,794
+92,686
2859
$3.63M ﹤0.01%
636,374
-83,142
2860
$3.63M ﹤0.01%
108,833
-101,676
2861
$3.63M ﹤0.01%
651,090
-117,247
2862
$3.62M ﹤0.01%
220,204
+80,282
2863
$3.62M ﹤0.01%
205,350
+152,210
2864
$3.62M ﹤0.01%
47,727
-579
2865
$3.62M ﹤0.01%
499,478
+33,888
2866
$3.61M ﹤0.01%
217,305
+14,339
2867
$3.61M ﹤0.01%
88,883
+8,159
2868
$3.61M ﹤0.01%
100,300
+67,547
2869
$3.61M ﹤0.01%
100,196
+20,632
2870
$3.6M ﹤0.01%
261,200
+2,320
2871
$3.6M ﹤0.01%
387,098
+208,344
2872
$3.6M ﹤0.01%
80,428
+2,722
2873
$3.6M ﹤0.01%
173,705
-6,806
2874
$3.59M ﹤0.01%
10,406
+4,160
2875
$3.59M ﹤0.01%
440,864
-17,223
113 114
115
116 117