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
3926
$1.05M ﹤0.01%
51,144
+10,763
3927
$1.05M ﹤0.01%
10,162
+4,443
3928
$1.05M ﹤0.01%
10,402
-8,678
3929
$1.04M ﹤0.01%
66,954
-5,691
3930
$1.04M ﹤0.01%
116,583
-120,655
3931
$1.04M ﹤0.01%
51,291
+14,330
3932
$1.04M ﹤0.01%
31,575
+324
3933
$1.04M ﹤0.01%
4,216
+744
3934
$1.04M ﹤0.01%
69,156
-86,295
3935
$1.04M ﹤0.01%
11,155
+8,735
3936
$1.03M ﹤0.01%
35,682
+21,289
3937
$1.03M ﹤0.01%
76,259
-65,546
3938
$1.03M ﹤0.01%
56,172
-15,071
3939
$1.03M ﹤0.01%
4,422
+1,978
3940
$1.02M ﹤0.01%
+60,144
3941
$1.02M ﹤0.01%
36,911
-13,596
3942
$1.02M ﹤0.01%
+6,060
3943
$1.02M ﹤0.01%
76,594
-33,477
3944
$1.02M ﹤0.01%
36,273
-80,247
3945
$1.02M ﹤0.01%
62,625
-22,679
3946
$1.02M ﹤0.01%
86,004
+32,966
3947
$1.02M ﹤0.01%
107,203
-3,579
3948
$1.02M ﹤0.01%
2,721
-2,633
3949
$1.02M ﹤0.01%
16,799
-38,682
3950
$1.02M ﹤0.01%
71,915
+29,618
156 157
158
159 160