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
4051
$902K ﹤0.01%
12,561
-21,399
4052
$901K ﹤0.01%
38,012
+8,768
4053
$901K ﹤0.01%
65,442
-181,931
4054
$900K ﹤0.01%
51,666
-37,484
4055
$899K ﹤0.01%
105,018
+85,846
4056
$898K ﹤0.01%
63,402
+1,368
4057
$896K ﹤0.01%
14,002
+645
4058
$895K ﹤0.01%
53,553
-1,698
4059
$895K ﹤0.01%
44,125
-10,598
4060
$893K ﹤0.01%
29,596
+7,953
4061
$893K ﹤0.01%
35,124
+31,653
4062
$893K ﹤0.01%
10,134
-9,286
4063
$890K ﹤0.01%
+122,987
4064
$890K ﹤0.01%
21,887
-8,067
4065
$890K ﹤0.01%
44,473
-733
4066
$887K ﹤0.01%
89,542
+22,404
4067
$886K ﹤0.01%
4,117
+895
4068
$886K ﹤0.01%
112,441
+66,593
4069
$886K ﹤0.01%
82,700
+3,803
4070
$886K ﹤0.01%
71,193
+1,754
4071
$885K ﹤0.01%
91,090
+1,163
4072
$885K ﹤0.01%
1,974
-1,756
4073
$885K ﹤0.01%
10,600
+1,245
4074
$883K ﹤0.01%
109,990
+66,126
4075
$883K ﹤0.01%
401,434
+39,966
161 162
163
164 165