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
3801
$1.23M ﹤0.01%
79,734
+7,870
3802
$1.23M ﹤0.01%
44,000
+388
3803
$1.23M ﹤0.01%
146,610
+38,827
3804
$1.23M ﹤0.01%
187,623
+109,662
3805
$1.23M ﹤0.01%
45,022
+15,221
3806
$1.22M ﹤0.01%
59,605
+44,379
3807
$1.22M ﹤0.01%
29,802
-5,392
3808
$1.22M ﹤0.01%
+26,602
3809
$1.22M ﹤0.01%
252,715
-26,444
3810
$1.22M ﹤0.01%
83,288
-20,718
3811
$1.22M ﹤0.01%
38,967
-3,486
3812
$1.22M ﹤0.01%
34,812
-214,901
3813
$1.22M ﹤0.01%
17,384
+1,175
3814
$1.21M ﹤0.01%
33,763
+6,270
3815
$1.21M ﹤0.01%
25,907
-972
3816
$1.21M ﹤0.01%
295,559
+56,642
3817
$1.21M ﹤0.01%
9,397
-2,249
3818
$1.21M ﹤0.01%
29,214
-450,342
3819
$1.21M ﹤0.01%
187,766
+26,672
3820
$1.2M ﹤0.01%
351,857
+40,785
3821
$1.2M ﹤0.01%
51,299
+43,176
3822
$1.2M ﹤0.01%
54,611
+3,658
3823
$1.2M ﹤0.01%
102,675
+61,703
3824
$1.2M ﹤0.01%
43,427
+6,736
3825
$1.2M ﹤0.01%
123,408
+21,449
151 152
153
154 155