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
3276
$2.23M ﹤0.01%
88,616
+57,615
3277
$2.23M ﹤0.01%
196,002
+119,763
3278
$2.23M ﹤0.01%
32,471
+31,309
3279
$2.23M ﹤0.01%
112,230
-25,578
3280
$2.23M ﹤0.01%
75,318
-5,801
3281
$2.23M ﹤0.01%
139,957
+14,995
3282
$2.23M ﹤0.01%
82,831
+45,251
3283
$2.22M ﹤0.01%
271,027
-555,684
3284
$2.22M ﹤0.01%
50,348
+26,728
3285
$2.22M ﹤0.01%
266,573
+126,898
3286
$2.22M ﹤0.01%
42,900
-29,857
3287
$2.22M ﹤0.01%
86,374
+3,568
3288
$2.21M ﹤0.01%
93,367
+40,610
3289
$2.21M ﹤0.01%
67,968
+20,722
3290
$2.21M ﹤0.01%
56,499
-26,458
3291
$2.2M ﹤0.01%
196,227
+14,393
3292
$2.2M ﹤0.01%
11,665
+7,836
3293
$2.2M ﹤0.01%
149,399
+22,755
3294
$2.19M ﹤0.01%
171,123
+71,137
3295
$2.19M ﹤0.01%
57,919
-30,639
3296
$2.19M ﹤0.01%
132,724
+114,114
3297
$2.19M ﹤0.01%
94,858
+88,134
3298
$2.18M ﹤0.01%
78,440
-84,480
3299
$2.18M ﹤0.01%
112,410
+25,740
3300
$2.18M ﹤0.01%
100,108
-24,849
130 131
132
133 134