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
3351
$2.04M ﹤0.01%
59,357
+43,201
3352
$2.04M ﹤0.01%
53,049
+671
3353
$2.04M ﹤0.01%
+130,623
3354
$2.04M ﹤0.01%
32,697
-34,592
3355
$2.04M ﹤0.01%
206,122
+29,070
3356
$2.04M ﹤0.01%
155,738
-3,097
3357
$2.04M ﹤0.01%
54,889
-15,903
3358
$2.04M ﹤0.01%
256,636
-85,324
3359
$2.03M ﹤0.01%
200,818
-10,254
3360
$2.03M ﹤0.01%
45,327
-201,101
3361
$2.02M ﹤0.01%
10,506
+8,573
3362
$2.02M ﹤0.01%
2,055
+1,294
3363
$2.02M ﹤0.01%
76,730
-57,360
3364
$2.02M ﹤0.01%
+154,139
3365
$2.02M ﹤0.01%
80,214
+18,148
3366
$2.02M ﹤0.01%
862,967
-496,140
3367
$2.01M ﹤0.01%
201,797
-773,848
3368
$2.01M ﹤0.01%
809,170
-450,850
3369
$2M ﹤0.01%
209,003
+111,083
3370
$2M ﹤0.01%
149,615
+6,695
3371
$2M ﹤0.01%
77,765
+49,555
3372
$2M ﹤0.01%
105,026
+28,272
3373
$2M ﹤0.01%
118,411
+60,206
3374
$1.99M ﹤0.01%
53,376
+37,098
3375
$1.99M ﹤0.01%
66,747
-3,441
133 134
135
136 137