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
3601
$1.53M ﹤0.01%
85,320
-164,299
3602
$1.53M ﹤0.01%
165,295
-319,925
3603
$1.53M ﹤0.01%
21,281
+1,564
3604
$1.53M ﹤0.01%
4
+1
3605
$1.53M ﹤0.01%
25,153
-4,366
3606
$1.53M ﹤0.01%
36,548
+6,091
3607
$1.53M ﹤0.01%
118,717
+18,980
3608
$1.52M ﹤0.01%
85,792
+895
3609
$1.52M ﹤0.01%
226,850
+184,303
3610
$1.52M ﹤0.01%
51,214
+1,996
3611
$1.52M ﹤0.01%
65,414
+18,987
3612
$1.52M ﹤0.01%
57,056
-9,792
3613
$1.52M ﹤0.01%
87,151
+4,103
3614
$1.51M ﹤0.01%
75,058
+11,938
3615
$1.51M ﹤0.01%
128
+111
3616
$1.51M ﹤0.01%
+78,203
3617
$1.5M ﹤0.01%
64,496
-384,160
3618
$1.5M ﹤0.01%
145,012
-21,885
3619
$1.5M ﹤0.01%
107,222
+85,767
3620
$1.5M ﹤0.01%
120,086
-31,243
3621
$1.5M ﹤0.01%
96,259
-12,594
3622
$1.5M ﹤0.01%
87,677
+58,618
3623
$1.5M ﹤0.01%
29,791
+10,761
3624
$1.5M ﹤0.01%
381,536
-241,312
3625
$1.49M ﹤0.01%
106,217
+3,639
143 144
145
146 147