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
3176
$2.55M ﹤0.01%
88,767
-143,397
3177
$2.54M ﹤0.01%
369,370
+303,815
3178
$2.54M ﹤0.01%
72,252
+72,003
3179
$2.54M ﹤0.01%
376,315
+30,552
3180
$2.54M ﹤0.01%
261,339
+212,735
3181
$2.54M ﹤0.01%
49,818
-8,136
3182
$2.53M ﹤0.01%
113,711
-2,221
3183
$2.52M ﹤0.01%
699,023
-57,656
3184
$2.52M ﹤0.01%
104,934
-168,979
3185
$2.51M ﹤0.01%
191,446
-47,212
3186
$2.51M ﹤0.01%
189,556
+8,118
3187
$2.5M ﹤0.01%
183,266
+8,124
3188
$2.5M ﹤0.01%
187,440
+113,237
3189
$2.5M ﹤0.01%
59,814
-11,548
3190
$2.5M ﹤0.01%
75,322
-2,094
3191
$2.5M ﹤0.01%
33,727
-58,903
3192
$2.5M ﹤0.01%
71,733
-9,213
3193
$2.49M ﹤0.01%
+141,575
3194
$2.49M ﹤0.01%
78,347
-43,350
3195
$2.48M ﹤0.01%
1,462
3196
$2.48M ﹤0.01%
110,723
+42,216
3197
$2.48M ﹤0.01%
194,606
-83,931
3198
$2.48M ﹤0.01%
119,906
-7,125
3199
$2.47M ﹤0.01%
176,615
+11,807
3200
$2.47M ﹤0.01%
92,644
-15,400
126 127
128
129 130