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
3901
$1.08M ﹤0.01%
116,189
-262,486
3902
$1.08M ﹤0.01%
42,309
+12,339
3903
$1.07M ﹤0.01%
45,934
-29,326
3904
$1.07M ﹤0.01%
95,746
+8,000
3905
$1.07M ﹤0.01%
45,573
+34,699
3906
$1.07M ﹤0.01%
27,259
-107,420
3907
$1.07M ﹤0.01%
83,480
-8,240
3908
$1.07M ﹤0.01%
47,359
-222,101
3909
$1.07M ﹤0.01%
39,134
+6,646
3910
$1.06M ﹤0.01%
37,287
-26,839
3911
$1.06M ﹤0.01%
55,936
+32,896
3912
$1.06M ﹤0.01%
109,615
-74,370
3913
$1.06M ﹤0.01%
57,040
+54,894
3914
$1.06M ﹤0.01%
59,778
+17,444
3915
$1.06M ﹤0.01%
61,828
-1,450
3916
$1.06M ﹤0.01%
60,979
+2,607
3917
$1.05M ﹤0.01%
55,377
+11,409
3918
$1.05M ﹤0.01%
54,570
+18,256
3919
$1.05M ﹤0.01%
51,975
-15,629
3920
$1.05M ﹤0.01%
76,270
-4,526
3921
$1.05M ﹤0.01%
122,362
+72,058
3922
$1.05M ﹤0.01%
140,357
+3,985
3923
$1.05M ﹤0.01%
50,568
-5,785
3924
$1.05M ﹤0.01%
32,619
+447
3925
$1.05M ﹤0.01%
78,134
+2,482
155 156
157
158 159