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
3026
$3.09M ﹤0.01%
55,057
+9,959
3027
$3.08M ﹤0.01%
282,951
+48,684
3028
$3.08M ﹤0.01%
190,514
-2,454
3029
$3.08M ﹤0.01%
34,732
+1,313
3030
$3.08M ﹤0.01%
146,748
+714
3031
$3.08M ﹤0.01%
238,300
-5,450
3032
$3.07M ﹤0.01%
27,380
+16,622
3033
$3.07M ﹤0.01%
160,642
-5,540
3034
$3.07M ﹤0.01%
194,925
-35,258
3035
$3.07M ﹤0.01%
72,519
-3,064
3036
$3.07M ﹤0.01%
105,210
+14,326
3037
$3.06M ﹤0.01%
113,020
-27,883
3038
$3.05M ﹤0.01%
305,834
+142,302
3039
$3.04M ﹤0.01%
246,861
+14,784
3040
$3.04M ﹤0.01%
66,070
+37,994
3041
$3.03M ﹤0.01%
66,556
-2,362
3042
$3.03M ﹤0.01%
439,279
+349,925
3043
$3.03M ﹤0.01%
+120,969
3044
$3.03M ﹤0.01%
206,595
+4,299
3045
$3.03M ﹤0.01%
193,556
-26,834
3046
$3.03M ﹤0.01%
226,935
-5,738
3047
$3.02M ﹤0.01%
66,148
-7,858
3048
$3.02M ﹤0.01%
17,497
-371
3049
$3.02M ﹤0.01%
365,920
+274,670
3050
$3.01M ﹤0.01%
72,694
+32,736
120 121
122
123 124