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
3526
$1.66M ﹤0.01%
6,940
-16,370
3527
$1.65M ﹤0.01%
46,831
-70,509
3528
$1.65M ﹤0.01%
100,959
+80,832
3529
$1.65M ﹤0.01%
1,669,515
-823,398
3530
$1.65M ﹤0.01%
36,267
+35,853
3531
$1.65M ﹤0.01%
110,098
-26,914
3532
$1.65M ﹤0.01%
60,175
-97,478
3533
$1.65M ﹤0.01%
180,573
3534
$1.65M ﹤0.01%
69,874
-28,653
3535
$1.64M ﹤0.01%
226,112
+6,929
3536
$1.64M ﹤0.01%
331,550
-64,770
3537
$1.64M ﹤0.01%
161,745
+30,145
3538
$1.64M ﹤0.01%
119,032
-1,171
3539
$1.63M ﹤0.01%
537,128
+15,180
3540
$1.63M ﹤0.01%
66,429
-61,528
3541
$1.63M ﹤0.01%
96,112
+28,148
3542
$1.63M ﹤0.01%
89,509
+30,573
3543
$1.63M ﹤0.01%
96,858
-858
3544
$1.62M ﹤0.01%
200,517
-48,861
3545
$1.62M ﹤0.01%
207,923
-38,317
3546
$1.62M ﹤0.01%
160,523
+50,979
3547
$1.61M ﹤0.01%
29,261
+2,674
3548
$1.61M ﹤0.01%
64,082
-5,400
3549
$1.61M ﹤0.01%
94,100
-12,690
3550
$1.61M ﹤0.01%
187,439
+97,095
140 141
142
143 144