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
3201
$2.47M ﹤0.01%
77,453
-24,201
3202
$2.47M ﹤0.01%
173,403
-4,014
3203
$2.46M ﹤0.01%
151,392
-104,586
3204
$2.46M ﹤0.01%
881,758
-79,536
3205
$2.46M ﹤0.01%
79,290
-16,398
3206
$2.45M ﹤0.01%
20,412
-4,576
3207
$2.45M ﹤0.01%
60,439
+2,404
3208
$2.45M ﹤0.01%
122,441
+39,957
3209
$2.44M ﹤0.01%
139,420
+4,531
3210
$2.44M ﹤0.01%
190,294
-194,332
3211
$2.44M ﹤0.01%
491,313
+447,390
3212
$2.43M ﹤0.01%
46,631
-10,396
3213
$2.43M ﹤0.01%
135,612
-18,259
3214
$2.43M ﹤0.01%
45,056
-110,757
3215
$2.42M ﹤0.01%
91,979
-104,612
3216
$2.41M ﹤0.01%
139,719
+61,972
3217
$2.41M ﹤0.01%
1,033,986
+5,739
3218
$2.41M ﹤0.01%
102,740
+747
3219
$2.41M ﹤0.01%
31,929
-42,891
3220
$2.4M ﹤0.01%
74,236
-17,608
3221
$2.4M ﹤0.01%
+131,328
3222
$2.4M ﹤0.01%
35,863
+3,176
3223
$2.39M ﹤0.01%
63,666
+3,351
3224
$2.39M ﹤0.01%
124,498
-23,697
3225
$2.39M ﹤0.01%
210,420
-150,236
127 128
129
130 131