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
3501
$1.72M ﹤0.01%
24,938
+1,934
3502
$1.72M ﹤0.01%
66,241
+21,860
3503
$1.72M ﹤0.01%
22,332
+3,248
3504
$1.72M ﹤0.01%
56,500
-18,408
3505
$1.71M ﹤0.01%
68,312
-182,082
3506
$1.71M ﹤0.01%
285,416
+106,487
3507
$1.71M ﹤0.01%
16,338
+1,555
3508
$1.71M ﹤0.01%
57,862
+25,534
3509
$1.71M ﹤0.01%
5,358
+498
3510
$1.7M ﹤0.01%
130,353
+67,475
3511
$1.7M ﹤0.01%
166,151
+8,231
3512
$1.7M ﹤0.01%
627
-856
3513
$1.7M ﹤0.01%
3,236
+221
3514
$1.69M ﹤0.01%
242,887
+128,996
3515
$1.69M ﹤0.01%
58,480
-2,252
3516
$1.69M ﹤0.01%
121,018
+999
3517
$1.68M ﹤0.01%
106,143
+17,815
3518
$1.67M ﹤0.01%
207,882
-45,674
3519
$1.67M ﹤0.01%
35,754
+6,969
3520
$1.67M ﹤0.01%
189,743
-36,858
3521
$1.67M ﹤0.01%
39,520
+2,421
3522
$1.67M ﹤0.01%
105,491
+56,254
3523
$1.66M ﹤0.01%
83,542
-25,699
3524
$1.66M ﹤0.01%
85,378
+13,724
3525
$1.66M ﹤0.01%
16,376
+2,087
139 140
141
142 143