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
2976
– –
0
2977
$3.23M ﹤0.01%
128,397
+1,048
2978
$3.23M ﹤0.01%
123,304
+7,862
2979
$3.22M ﹤0.01%
62,680
-7,850
2980
$3.22M ﹤0.01%
242,917
+20,988
2981
$3.22M ﹤0.01%
+111,478
2982
$3.22M ﹤0.01%
29,323
-20,233
2983
$3.21M ﹤0.01%
231,619
-10,219
2984
$3.2M ﹤0.01%
221,199
+181,741
2985
$3.2M ﹤0.01%
276,724
+22,555
2986
$3.19M ﹤0.01%
220,585
-28,918
2987
$3.19M ﹤0.01%
188,151
-368,664
2988
$3.18M ﹤0.01%
122,492
+53,349
2989
$3.18M ﹤0.01%
233,496
+3,648
2990
$3.17M ﹤0.01%
35,035
+1,572
2991
$3.17M ﹤0.01%
358,360
-67,557
2992
$3.16M ﹤0.01%
41,533
-45,935
2993
$3.16M ﹤0.01%
646,720
+368,535
2994
$3.15M ﹤0.01%
95,394
-565
2995
$3.15M ﹤0.01%
157,530
-123,544
2996
$3.15M ﹤0.01%
226,690
-124,318
2997
$3.15M ﹤0.01%
104,433
+10,219
2998
$3.15M ﹤0.01%
171,708
-135,972
2999
$3.14M ﹤0.01%
154,407
+55,787
3000
$3.14M ﹤0.01%
50,614
+18,934
118 119
120
121 122