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
3076
$2.94M ﹤0.01%
149,888
-33,222
3077
$2.93M ﹤0.01%
115,930
-50,163
3078
$2.93M ﹤0.01%
131,994
+7,482
3079
$2.93M ﹤0.01%
205,753
+78,861
3080
$2.92M ﹤0.01%
185,582
+85,980
3081
$2.91M ﹤0.01%
317,713
-211,332
3082
$2.91M ﹤0.01%
31,243
+21,183
3083
$2.9M ﹤0.01%
10,348
+1,403
3084
$2.9M ﹤0.01%
62,048
-90,810
3085
$2.89M ﹤0.01%
83,888
+47,789
3086
$2.88M ﹤0.01%
142,411
+80,951
3087
$2.88M ﹤0.01%
231,300
+1,177
3088
$2.87M ﹤0.01%
221,876
-4,758
3089
$2.87M ﹤0.01%
153,342
+27,048
3090
$2.86M ﹤0.01%
146,094
-16,245
3091
$2.86M ﹤0.01%
107,348
+9,431
3092
$2.85M ﹤0.01%
17,918
-871
3093
$2.85M ﹤0.01%
111,190
-26,168
3094
$2.84M ﹤0.01%
211,868
+108,731
3095
$2.84M ﹤0.01%
93,048
+1,139
3096
$2.83M ﹤0.01%
175,890
+170
3097
$2.83M ﹤0.01%
51,768
-10,037
3098
$2.83M ﹤0.01%
94,216
+8,285
3099
$2.83M ﹤0.01%
190,427
+75,025
3100
$2.83M ﹤0.01%
62,279
+16,977
122 123
124
125 126