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
3676
$1.41M ﹤0.01%
224,146
-155,436
3677
$1.41M ﹤0.01%
91,291
-16,589
3678
$1.41M ﹤0.01%
73,066
-37,639
3679
$1.4M ﹤0.01%
91,023
-78,666
3680
$1.4M ﹤0.01%
251,012
-151,023
3681
$1.4M ﹤0.01%
10,256
-1,038
3682
$1.4M ﹤0.01%
387,454
+51,746
3683
$1.4M ﹤0.01%
270,926
+36,488
3684
$1.39M ﹤0.01%
94,979
-16,427
3685
$1.39M ﹤0.01%
54,829
+2,422
3686
$1.38M ﹤0.01%
144,367
+121,376
3687
$1.38M ﹤0.01%
54,613
-598
3688
$1.38M ﹤0.01%
161,335
+14,529
3689
$1.38M ﹤0.01%
+366,296
3690
$1.38M ﹤0.01%
68,250
+25,822
3691
$1.38M ﹤0.01%
97,737
-70,838
3692
$1.38M ﹤0.01%
57,617
-161,986
3693
$1.38M ﹤0.01%
61,348
-252,591
3694
$1.38M ﹤0.01%
41,800
+5,607
3695
$1.38M ﹤0.01%
72,554
-319
3696
$1.38M ﹤0.01%
157,747
-77,775
3697
$1.37M ﹤0.01%
72,475
+67,514
3698
$1.37M ﹤0.01%
216
-1,104
3699
$1.37M ﹤0.01%
+60,223
3700
$1.37M ﹤0.01%
84,191
+14,944
146 147
148
149 150