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
3426
$1.89M ﹤0.01%
76,039
+37,680
3427
$1.88M ﹤0.01%
569,277
+303,573
3428
$1.88M ﹤0.01%
482,918
-704,676
3429
$1.88M ﹤0.01%
133,973
-642
3430
$1.88M ﹤0.01%
122,342
+37,751
3431
$1.88M ﹤0.01%
6,285
+2,231
3432
$1.87M ﹤0.01%
96,120
+26,065
3433
$1.87M ﹤0.01%
182,424
+96,552
3434
$1.87M ﹤0.01%
1,048
-2,097
3435
$1.86M ﹤0.01%
67,952
+951
3436
$1.86M ﹤0.01%
43,760
-974
3437
$1.86M ﹤0.01%
1,845,891
+722,864
3438
$1.86M ﹤0.01%
166,855
+149,291
3439
$1.86M ﹤0.01%
148,015
-218
3440
$1.86M ﹤0.01%
63,785
+24,261
3441
$1.86M ﹤0.01%
200,734
+164,226
3442
$1.85M ﹤0.01%
27,456
+1,775
3443
$1.85M ﹤0.01%
50,238
-53,326
3444
$1.85M ﹤0.01%
136,353
-5,261
3445
$1.85M ﹤0.01%
76,256
-867
3446
$1.85M ﹤0.01%
41,791
+27,841
3447
$1.84M ﹤0.01%
38,601
-85,495
3448
$1.84M ﹤0.01%
58,914
-53,705
3449
$1.84M ﹤0.01%
40,180
+6,617
3450
$1.84M ﹤0.01%
94,920
-224,000
136 137
138
139 140