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
3876
$1.12M ﹤0.01%
68,962
+8,226
3877
$1.12M ﹤0.01%
74,388
+2,136
3878
$1.11M ﹤0.01%
8,808
-6,876
3879
$1.11M ﹤0.01%
105,424
-632,556
3880
$1.11M ﹤0.01%
31,839
+4,372
3881
$1.11M ﹤0.01%
62,501
-5,796
3882
$1.11M ﹤0.01%
50,598
+9,022
3883
$1.11M ﹤0.01%
1,375
-1,261
3884
$1.11M ﹤0.01%
90,286
-11,154
3885
$1.11M ﹤0.01%
41,170
-80,056
3886
$1.11M ﹤0.01%
39,911
-12,409
3887
$1.11M ﹤0.01%
80,780
-640
3888
$1.11M ﹤0.01%
45,653
+17,342
3889
$1.11M ﹤0.01%
3,875
-12,078
3890
$1.1M ﹤0.01%
101,155
-12,609
3891
$1.1M ﹤0.01%
26,250
-218,642
3892
$1.1M ﹤0.01%
62,562
-64,937
3893
$1.1M ﹤0.01%
48,762
-3,399
3894
$1.1M ﹤0.01%
49,286
+31,411
3895
$1.1M ﹤0.01%
41,901
+2,339
3896
$1.09M ﹤0.01%
84,936
-135,946
3897
$1.09M ﹤0.01%
63,748
+28,237
3898
$1.09M ﹤0.01%
161,234
-2,332
3899
$1.09M ﹤0.01%
+3,246
3900
$1.08M ﹤0.01%
45,259
-156,839
154 155
156
157 158