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
3251
$2.29M ﹤0.01%
168,706
-53,205
3252
$2.29M ﹤0.01%
100,693
+81,563
3253
$2.29M ﹤0.01%
66,266
-57,796
3254
$2.29M ﹤0.01%
95,871
+18,924
3255
$2.29M ﹤0.01%
1,268,448
+1,026,000
3256
$2.29M ﹤0.01%
144,450
+77,074
3257
$2.29M ﹤0.01%
159,541
-1,249
3258
$2.28M ﹤0.01%
76,040
+42,676
3259
$2.27M ﹤0.01%
51,224
-21,720
3260
$2.27M ﹤0.01%
74,370
-27,814
3261
$2.27M ﹤0.01%
55,062
-215,227
3262
$2.27M ﹤0.01%
52,255
+11,725
3263
$2.27M ﹤0.01%
92,285
+32,374
3264
$2.26M ﹤0.01%
106,440
-50,854
3265
$2.26M ﹤0.01%
37,834
-529
3266
$2.26M ﹤0.01%
83,649
+9,262
3267
$2.25M ﹤0.01%
187,824
+39,456
3268
$2.25M ﹤0.01%
346,164
+34,955
3269
$2.25M ﹤0.01%
62,199
-39,380
3270
$2.24M ﹤0.01%
84,312
+12,336
3271
$2.24M ﹤0.01%
326,576
+150,578
3272
$2.24M ﹤0.01%
88,879
+20,174
3273
$2.24M ﹤0.01%
362,407
-6,838
3274
$2.24M ﹤0.01%
151,613
+58,568
3275
$2.23M ﹤0.01%
21,843
-4,192
129 130
131
132 133