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
3476
$1.8M ﹤0.01%
138,036
+39,349
3477
$1.79M ﹤0.01%
107,013
-12
3478
$1.79M ﹤0.01%
16,562
+2,650
3479
$1.79M ﹤0.01%
213,319
-43,173
3480
$1.78M ﹤0.01%
30,641
+1,143
3481
$1.78M ﹤0.01%
59,746
-47,684
3482
$1.78M ﹤0.01%
87,719
+3,549
3483
$1.78M ﹤0.01%
131,001
+26,801
3484
$1.78M ﹤0.01%
84,383
-6,846
3485
$1.77M ﹤0.01%
17,304
+1,880
3486
$1.77M ﹤0.01%
66,175
-25,803
3487
$1.77M ﹤0.01%
33,739
+1,506
3488
$1.77M ﹤0.01%
251,193
+4,443
3489
$1.76M ﹤0.01%
389,982
+346,824
3490
$1.76M ﹤0.01%
34,298
+3,989
3491
$1.76M ﹤0.01%
126,598
+56,603
3492
$1.75M ﹤0.01%
52,176
-32,786
3493
$1.75M ﹤0.01%
15,593
+8,048
3494
$1.75M ﹤0.01%
51,182
+4,263
3495
$1.75M ﹤0.01%
86,917
+18,408
3496
$1.74M ﹤0.01%
59,079
-12,960
3497
$1.74M ﹤0.01%
134,693
-27,770
3498
$1.74M ﹤0.01%
363,259
+1,053
3499
$1.73M ﹤0.01%
191,124
+148,456
3500
$1.72M ﹤0.01%
224,481
-60,663
138 139
140
141 142