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
3301
$2.17M ﹤0.01%
119,576
-31,704
3302
$2.17M ﹤0.01%
64,316
-2,019
3303
$2.17M ﹤0.01%
75,486
+27,681
3304
$2.17M ﹤0.01%
136,130
-25,954
3305
$2.17M ﹤0.01%
138,013
-31,093
3306
$2.17M ﹤0.01%
203,284
-2,447
3307
$2.16M ﹤0.01%
132,065
+82,125
3308
$2.16M ﹤0.01%
24,958
+6,039
3309
$2.16M ﹤0.01%
58,497
+1,189
3310
$2.16M ﹤0.01%
80,015
-122,434
3311
$2.16M ﹤0.01%
76,008
-32,702
3312
$2.15M ﹤0.01%
43,852
+2,904
3313
$2.15M ﹤0.01%
120,756
+109,822
3314
$2.15M ﹤0.01%
12,579
-6,571
3315
$2.15M ﹤0.01%
185,611
-39,218
3316
$2.15M ﹤0.01%
57,184
+30,210
3317
$2.15M ﹤0.01%
110,738
-8,834
3318
$2.14M ﹤0.01%
125,670
+17,075
3319
$2.14M ﹤0.01%
100,490
-42,765
3320
$2.14M ﹤0.01%
223,395
-77,884
3321
$2.14M ﹤0.01%
101,329
-8,447
3322
$2.14M ﹤0.01%
43,286
+21,977
3323
$2.14M ﹤0.01%
42,377
-20,728
3324
$2.13M ﹤0.01%
164,316
+38,012
3325
$2.13M ﹤0.01%
78,338
+56,538
131 132
133
134 135