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
4001
$958K ﹤0.01%
44,544
-317,375
4002
$958K ﹤0.01%
87,566
+1,725
4003
$956K ﹤0.01%
24,133
-333
4004
$956K ﹤0.01%
100,149
+8,815
4005
$956K ﹤0.01%
40,277
+2,227
4006
$954K ﹤0.01%
+20,800
4007
$953K ﹤0.01%
34,955
-51,091
4008
$952K ﹤0.01%
80,174
-2,382
4009
$952K ﹤0.01%
43,265
-23,458
4010
$950K ﹤0.01%
74,473
+8,560
4011
$950K ﹤0.01%
40,881
-69
4012
$948K ﹤0.01%
27,663
+2,371
4013
$948K ﹤0.01%
66,060
4014
$947K ﹤0.01%
31,611
+1,301
4015
$944K ﹤0.01%
41,129
-1,431
4016
$943K ﹤0.01%
81,185
+32,815
4017
$943K ﹤0.01%
163,986
+24,340
4018
$941K ﹤0.01%
89,515
-11,619
4019
$941K ﹤0.01%
18,549
+5,404
4020
$939K ﹤0.01%
45,490
-13,783
4021
$938K ﹤0.01%
47,622
-669
4022
$935K ﹤0.01%
27,710
+13,912
4023
$934K ﹤0.01%
149,413
+10,212
4024
$934K ﹤0.01%
148,157
-47,862
4025
$933K ﹤0.01%
62,164
-1,885
159 160
161
162 163