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
3101
$2.82M ﹤0.01%
128,530
-12,130
3102
$2.82M ﹤0.01%
214,690
+7,888
3103
$2.82M ﹤0.01%
288,216
-202,818
3104
$2.82M ﹤0.01%
62,599
+10,569
3105
$2.81M ﹤0.01%
112,692
+10,788
3106
$2.81M ﹤0.01%
84,143
-102,996
3107
$2.81M ﹤0.01%
34,915
+17,994
3108
$2.81M ﹤0.01%
58,659
-9,736
3109
$2.8M ﹤0.01%
81,246
+14,345
3110
$2.8M ﹤0.01%
335,147
+36,014
3111
$2.8M ﹤0.01%
94,679
+76,687
3112
$2.79M ﹤0.01%
216,717
+15,335
3113
$2.79M ﹤0.01%
146,297
-65,309
3114
$2.78M ﹤0.01%
119,273
+10,710
3115
$2.78M ﹤0.01%
61,993
+35,239
3116
$2.77M ﹤0.01%
281,180
+88,608
3117
$2.77M ﹤0.01%
49,374
-101,854
3118
$2.76M ﹤0.01%
62,433
-207,416
3119
$2.76M ﹤0.01%
244,126
+46,724
3120
$2.75M ﹤0.01%
87,581
+35,886
3121
$2.74M ﹤0.01%
305,362
+12,319
3122
$2.73M ﹤0.01%
195,462
+10,979
3123
$2.72M ﹤0.01%
43,120
-4,560
3124
$2.72M ﹤0.01%
64,454
+4,001
3125
$2.72M ﹤0.01%
239,964
-68,150
123 124
125
126 127