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
3376
$1.99M ﹤0.01%
186,475
+33,803
3377
$1.99M ﹤0.01%
24,488
-487
3378
$1.99M ﹤0.01%
143,585
+11,432
3379
$1.99M ﹤0.01%
82,690
-13,431
3380
$1.99M ﹤0.01%
87,757
+25,566
3381
$1.98M ﹤0.01%
36,086
-11,712
3382
$1.97M ﹤0.01%
46,177
+1,916
3383
$1.97M ﹤0.01%
42,291
+11,355
3384
$1.97M ﹤0.01%
184,145
+12,001
3385
$1.97M ﹤0.01%
179,905
-3,445
3386
$1.96M ﹤0.01%
200,497
+36,392
3387
$1.96M ﹤0.01%
733
-19
3388
$1.96M ﹤0.01%
29,328
+5,603
3389
$1.96M ﹤0.01%
283,694
+265,763
3390
$1.96M ﹤0.01%
104,775
+72,609
3391
$1.96M ﹤0.01%
316,056
+66,396
3392
$1.96M ﹤0.01%
100,321
+8,985
3393
$1.95M ﹤0.01%
+49,817
3394
$1.95M ﹤0.01%
54,678
-1,115
3395
$1.95M ﹤0.01%
32,650
+1,123
3396
$1.94M ﹤0.01%
55,780
-18,264
3397
$1.94M ﹤0.01%
290,853
+238,825
3398
$1.94M ﹤0.01%
96,333
+11,200
3399
$1.94M ﹤0.01%
35,045
-9,141
3400
$1.94M ﹤0.01%
45,440
-4,093
134 135
136
137 138