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
3001
$3.14M ﹤0.01%
616,966
-81,496
3002
$3.14M ﹤0.01%
186,948
+46,251
3003
$3.14M ﹤0.01%
69,452
-2,971
3004
$3.14M ﹤0.01%
346,444
-12,932
3005
$3.13M ﹤0.01%
572,128
+565,128
3006
$3.13M ﹤0.01%
228,001
-13,560
3007
$3.13M ﹤0.01%
121,226
-412,308
3008
$3.12M ﹤0.01%
59,708
+2,200
3009
$3.12M ﹤0.01%
62,415
+1,306
3010
$3.12M ﹤0.01%
131,313
-7,011
3011
$3.12M ﹤0.01%
110,108
+8,416
3012
$3.12M ﹤0.01%
122,480
+50,556
3013
$3.11M ﹤0.01%
277,433
+6,633
3014
$3.11M ﹤0.01%
+175,384
3015
$3.11M ﹤0.01%
94,639
-8,741
3016
$3.11M ﹤0.01%
48,990
+48,030
3017
$3.11M ﹤0.01%
93,126
-69,321
3018
$3.1M ﹤0.01%
36,219
+346
3019
$3.1M ﹤0.01%
254,045
+1,597
3020
$3.1M ﹤0.01%
263,901
+3,384
3021
$3.1M ﹤0.01%
250,653
+238,004
3022
$3.09M ﹤0.01%
4,907
+3,478
3023
$3.09M ﹤0.01%
223,259
-63,732
3024
$3.09M ﹤0.01%
394,590
-1,711,416
3025
$3.09M ﹤0.01%
330,560
+274,313
119 120
121
122 123