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
3826
$1.19M ﹤0.01%
43,825
-6,657
3827
$1.19M ﹤0.01%
19,566
-64,711
3828
$1.19M ﹤0.01%
100,858
+56,658
3829
$1.19M ﹤0.01%
40,696
+20,842
3830
$1.19M ﹤0.01%
30,030
-238
3831
$1.19M ﹤0.01%
63,145
+30,873
3832
$1.18M ﹤0.01%
32,293
+3,778
3833
$1.18M ﹤0.01%
235,386
+17,172
3834
$1.18M ﹤0.01%
680
-6
3835
$1.18M ﹤0.01%
69,934
+28,410
3836
$1.18M ﹤0.01%
+75,790
3837
$1.18M ﹤0.01%
144,967
+11,929
3838
$1.18M ﹤0.01%
87,976
+7,706
3839
$1.18M ﹤0.01%
49,007
+20,039
3840
$1.17M ﹤0.01%
56,078
-29,209
3841
$1.17M ﹤0.01%
47,889
-57,558
3842
$1.17M ﹤0.01%
24,184
+752
3843
$1.17M ﹤0.01%
86,909
-8,257
3844
$1.17M ﹤0.01%
2,136
+515
3845
$1.17M ﹤0.01%
42,173
+10,695
3846
$1.17M ﹤0.01%
259,020
+156,788
3847
$1.16M ﹤0.01%
180,699
-15,821
3848
$1.16M ﹤0.01%
37,792
-121,676
3849
$1.16M ﹤0.01%
63,203
-43,712
3850
$1.16M ﹤0.01%
47,913
+2,249
152 153
154
155 156