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
3851
$1.16M ﹤0.01%
38,115
-30,020
3852
$1.16M ﹤0.01%
71,547
-6,248
3853
$1.16M ﹤0.01%
119,021
-1,678
3854
$1.16M ﹤0.01%
7,528
+3,576
3855
$1.15M ﹤0.01%
20,272
-56,577
3856
$1.15M ﹤0.01%
32,984
+14,825
3857
$1.15M ﹤0.01%
13,867
-2,039
3858
$1.15M ﹤0.01%
86,840
+56,576
3859
$1.15M ﹤0.01%
121,025
-3,795
3860
$1.15M ﹤0.01%
15,703
-2,336
3861
$1.15M ﹤0.01%
130,298
+25,864
3862
$1.14M ﹤0.01%
195,608
+104,428
3863
$1.14M ﹤0.01%
86,371
+17,873
3864
$1.14M ﹤0.01%
167,078
-42,303
3865
$1.13M ﹤0.01%
39,827
+4,077
3866
$1.13M ﹤0.01%
73,178
-16,208
3867
$1.13M ﹤0.01%
110,697
-320,456
3868
$1.13M ﹤0.01%
56,312
-4,007
3869
$1.13M ﹤0.01%
16,961
-1,580
3870
$1.13M ﹤0.01%
76,283
+20,261
3871
$1.12M ﹤0.01%
49,913
-7,973
3872
$1.12M ﹤0.01%
20,204
+8,607
3873
$1.12M ﹤0.01%
45,215
-3,460
3874
$1.12M ﹤0.01%
56,006
-33,830
3875
$1.12M ﹤0.01%
72,274
-14,848
153 154
155
156 157