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
2876
$3.59M ﹤0.01%
216,702
-38,926
2877
$3.59M ﹤0.01%
353,714
+32,746
2878
$3.59M ﹤0.01%
292,898
+4,873
2879
$3.59M ﹤0.01%
337,427
-472,541
2880
$3.58M ﹤0.01%
102,612
-47,667
2881
$3.58M ﹤0.01%
386,780
+253,157
2882
$3.58M ﹤0.01%
113,080
+60,259
2883
$3.57M ﹤0.01%
49,752
-11,499
2884
$3.56M ﹤0.01%
141,030
+89,821
2885
$3.56M ﹤0.01%
313,854
-223,363
2886
$3.56M ﹤0.01%
10
+8
2887
$3.55M ﹤0.01%
51,949
+24,926
2888
$3.53M ﹤0.01%
130,299
-35,976
2889
$3.53M ﹤0.01%
242,703
+168,725
2890
$3.53M ﹤0.01%
452,255
+29,448
2891
$3.52M ﹤0.01%
110,968
+84,458
2892
$3.52M ﹤0.01%
300,948
+20,599
2893
$3.52M ﹤0.01%
215,706
+97,045
2894
$3.52M ﹤0.01%
217,497
+64,818
2895
$3.51M ﹤0.01%
141,396
+26,765
2896
$3.51M ﹤0.01%
21,022
-182,758
2897
$3.51M ﹤0.01%
173,930
-7,068
2898
$3.5M ﹤0.01%
91,724
-14,642
2899
$3.5M ﹤0.01%
127,500
+40,191
2900
$3.5M ﹤0.01%
182,672
-272
114 115
116
117 118