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
3551
$1.61M ﹤0.01%
95,923
+71,871
3552
$1.61M ﹤0.01%
210,097
+29,124
3553
$1.6M ﹤0.01%
260,952
-20,000
3554
$1.6M ﹤0.01%
87,263
+59,785
3555
$1.6M ﹤0.01%
32,000
3556
$1.6M ﹤0.01%
105,575
+42,024
3557
$1.6M ﹤0.01%
18,731
-18,725
3558
$1.6M ﹤0.01%
54,781
-74,267
3559
$1.59M ﹤0.01%
37,761
-64,788
3560
$1.59M ﹤0.01%
100,850
+19,339
3561
$1.59M ﹤0.01%
58,503
+40,711
3562
$1.58M ﹤0.01%
60,598
-5,307
3563
$1.58M ﹤0.01%
63,366
+16,599
3564
$1.58M ﹤0.01%
14,424
+11,654
3565
$1.58M ﹤0.01%
198,865
-144,105
3566
$1.58M ﹤0.01%
23,010
-4,854
3567
$1.58M ﹤0.01%
93,315
-83,120
3568
$1.57M ﹤0.01%
108,538
-9,637
3569
$1.57M ﹤0.01%
25,151
+1,507
3570
$1.57M ﹤0.01%
126,942
-315,978
3571
$1.57M ﹤0.01%
+31,431
3572
$1.56M ﹤0.01%
37,440
-47,089
3573
$1.56M ﹤0.01%
32,998
-27,773
3574
$1.56M ﹤0.01%
55,666
+1,584
3575
$1.56M ﹤0.01%
42,067
+13,705
141 142
143
144 145