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
4026
$932K ﹤0.01%
401,842
-63,885
4027
$932K ﹤0.01%
452,056
+147,913
4028
$929K ﹤0.01%
48,632
-1,151
4029
$929K ﹤0.01%
3,045
-624
4030
$926K ﹤0.01%
215,425
-38,816
4031
$926K ﹤0.01%
71,392
+35,059
4032
$926K ﹤0.01%
114,262
-55,449
4033
$924K ﹤0.01%
76,886
+11,941
4034
$924K ﹤0.01%
100,074
-134,827
4035
$923K ﹤0.01%
262,150
-176,629
4036
$923K ﹤0.01%
104,133
+27,703
4037
$923K ﹤0.01%
40,184
+33,439
4038
$922K ﹤0.01%
48,558
+24,732
4039
$921K ﹤0.01%
61,201
-64,864
4040
$920K ﹤0.01%
98,861
-12,434
4041
$919K ﹤0.01%
8,731
+5,522
4042
$916K ﹤0.01%
67,147
+11,265
4043
$915K ﹤0.01%
84,753
-72,439
4044
$915K ﹤0.01%
65,934
-6,028
4045
$913K ﹤0.01%
78,327
-219,180
4046
$912K ﹤0.01%
52,846
-3,784
4047
$910K ﹤0.01%
46,934
+2,161
4048
$909K ﹤0.01%
28,950
+1,028
4049
$908K ﹤0.01%
101,873
-27,044
4050
$902K ﹤0.01%
189,981
+16,939
160 161
162
163 164