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
2926
$3.42M ﹤0.01%
113,195
+29,219
2927
$3.42M ﹤0.01%
87,254
-1,192
2928
$3.42M ﹤0.01%
54,638
-27,622
2929
$3.42M ﹤0.01%
123,770
-7,695
2930
$3.42M ﹤0.01%
62,033
+34,993
2931
$3.41M ﹤0.01%
580,389
+464,908
2932
$3.41M ﹤0.01%
134,124
+108,302
2933
$3.41M ﹤0.01%
71,694
-9,754
2934
$3.4M ﹤0.01%
164,960
+2,360
2935
$3.4M ﹤0.01%
136,069
+26,879
2936
$3.4M ﹤0.01%
31,009
+12,639
2937
$3.4M ﹤0.01%
199,480
+2,810
2938
$3.39M ﹤0.01%
236,658
+9,374
2939
$3.39M ﹤0.01%
134,508
+36,867
2940
$3.39M ﹤0.01%
100,608
-13,900
2941
$3.39M ﹤0.01%
17,123
+2,702
2942
$3.38M ﹤0.01%
147,528
-35,519
2943
$3.38M ﹤0.01%
73,601
+56,167
2944
$3.37M ﹤0.01%
389,956
+29,938
2945
$3.37M ﹤0.01%
2,204
-217
2946
$3.36M ﹤0.01%
8,485
+562
2947
$3.36M ﹤0.01%
86,308
+57,392
2948
$3.36M ﹤0.01%
105,139
-13,513
2949
$3.36M ﹤0.01%
74,521
-159,847
2950
$3.35M ﹤0.01%
191,518
-45,830
116 117
118
119 120