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
3051
$3.01M ﹤0.01%
379,866
-1,700,496
3052
$3.01M ﹤0.01%
88,276
+3,047
3053
$3.01M ﹤0.01%
205,551
+88,919
3054
$3M ﹤0.01%
118,142
+26,852
3055
$3M ﹤0.01%
151,762
+14,297
3056
$3M ﹤0.01%
140,535
-499,583
3057
$3M ﹤0.01%
96,388
+46,896
3058
$3M ﹤0.01%
428,246
-9,809
3059
$3M ﹤0.01%
69,987
+5,800
3060
$3M ﹤0.01%
19,153
+4,880
3061
$2.99M ﹤0.01%
71,382
+3,703
3062
$2.99M ﹤0.01%
152,806
-32,809
3063
$2.99M ﹤0.01%
67,077
+6,072
3064
$2.98M ﹤0.01%
118,967
+27,820
3065
$2.98M ﹤0.01%
50,606
+3,742
3066
$2.98M ﹤0.01%
178,135
-818
3067
$2.97M ﹤0.01%
436,067
-118,808
3068
$2.97M ﹤0.01%
403,984
+249,424
3069
$2.97M ﹤0.01%
+205,918
3070
$2.96M ﹤0.01%
142,117
+20,370
3071
$2.96M ﹤0.01%
33,488
+18,749
3072
$2.96M ﹤0.01%
230,280
+42,213
3073
$2.95M ﹤0.01%
393,860
+13,219
3074
$2.95M ﹤0.01%
98,302
+8,820
3075
$2.94M ﹤0.01%
65,920
-3,981
121 122
123
124 125