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
2951
$3.34M ﹤0.01%
39,701
-42
2952
$3.34M ﹤0.01%
143,080
-35,113
2953
$3.33M ﹤0.01%
343,382
+20,007
2954
$3.33M ﹤0.01%
112,135
+100,536
2955
$3.33M ﹤0.01%
118,594
+27,748
2956
$3.33M ﹤0.01%
68,509
+7,809
2957
$3.33M ﹤0.01%
285,483
-8,838
2958
$3.32M ﹤0.01%
143,238
-44,705
2959
$3.31M ﹤0.01%
133,433
-11,201
2960
$3.31M ﹤0.01%
24,539
-57,311
2961
$3.31M ﹤0.01%
646,785
+209,461
2962
$3.31M ﹤0.01%
44,284
-1,616
2963
$3.3M ﹤0.01%
154,255
-72,562
2964
$3.3M ﹤0.01%
141,738
+3,797
2965
$3.29M ﹤0.01%
154,116
+80,244
2966
$3.29M ﹤0.01%
268,617
+6,871
2967
$3.28M ﹤0.01%
58,245
-14,157
2968
$3.28M ﹤0.01%
74,765
+42,103
2969
$3.27M ﹤0.01%
359,748
+59,102
2970
$3.27M ﹤0.01%
80,326
-10,209
2971
$3.27M ﹤0.01%
330,384
+200,546
2972
$3.26M ﹤0.01%
235,613
-2,507
2973
$3.26M ﹤0.01%
56,531
-177,310
2974
$3.26M ﹤0.01%
407,623
+173,252
2975
$3.25M ﹤0.01%
184,493
-2,849
117 118
119
120 121