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
3401
$1.93M ﹤0.01%
99,636
-19,428
3402
$1.93M ﹤0.01%
160,107
+134,166
3403
$1.93M ﹤0.01%
52,368
-2,962
3404
$1.93M ﹤0.01%
564,730
+238,297
3405
$1.93M ﹤0.01%
61,014
+6,069
3406
$1.93M ﹤0.01%
564,587
+403,194
3407
$1.93M ﹤0.01%
53,707
+43,679
3408
$1.92M ﹤0.01%
50,897
-691
3409
$1.92M ﹤0.01%
479,929
+143,519
3410
$1.92M ﹤0.01%
48,164
-13,966
3411
$1.92M ﹤0.01%
127,770
+42,707
3412
$1.92M ﹤0.01%
54,891
-6,932
3413
$1.91M ﹤0.01%
113,829
-55,723
3414
$1.91M ﹤0.01%
97,959
-4,631
3415
$1.91M ﹤0.01%
263,174
-222,154
3416
$1.91M ﹤0.01%
55,488
+1,774
3417
$1.91M ﹤0.01%
171,819
-141,030
3418
$1.91M ﹤0.01%
44,395
+2,473
3419
$1.91M ﹤0.01%
61,970
+26,762
3420
$1.9M ﹤0.01%
112,087
+26,197
3421
$1.9M ﹤0.01%
62,148
-271,830
3422
$1.89M ﹤0.01%
77,461
-6,181
3423
$1.89M ﹤0.01%
147,377
-8,803
3424
$1.89M ﹤0.01%
74,865
-58,614
3425
$1.89M ﹤0.01%
43,805
-13,345
135 136
137
138 139