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
3576
$1.56M ﹤0.01%
141,925
-29,387
3577
$1.56M ﹤0.01%
239,493
+122,486
3578
$1.56M ﹤0.01%
59,856
+15,140
3579
$1.56M ﹤0.01%
1,081,463
+699,175
3580
$1.56M ﹤0.01%
58,499
+36,219
3581
$1.56M ﹤0.01%
192,007
+359
3582
$1.55M ﹤0.01%
82,246
-28,089
3583
$1.55M ﹤0.01%
200,501
+148,592
3584
$1.55M ﹤0.01%
63,570
+33,062
3585
$1.55M ﹤0.01%
57,387
-34,165
3586
$1.55M ﹤0.01%
3,827
-1,421
3587
$1.55M ﹤0.01%
60,745
+10,445
3588
$1.55M ﹤0.01%
64,471
+51,685
3589
$1.54M ﹤0.01%
44,331
+22,431
3590
$1.54M ﹤0.01%
39,257
-15,966
3591
$1.54M ﹤0.01%
117,580
-90,130
3592
$1.54M ﹤0.01%
33,923
+21,818
3593
$1.54M ﹤0.01%
44,079
-59,272
3594
$1.54M ﹤0.01%
8,882
-6,169
3595
$1.54M ﹤0.01%
33,458
-118,550
3596
$1.54M ﹤0.01%
56,234
-36,696
3597
$1.54M ﹤0.01%
67,076
+17,319
3598
$1.53M ﹤0.01%
103,537
+53,089
3599
$1.53M ﹤0.01%
87,461
-19,236
3600
$1.53M ﹤0.01%
40,223
-13,615
142 143
144
145 146