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
4076
$882K ﹤0.01%
+56,797
4077
$882K ﹤0.01%
35,711
-27,546
4078
$881K ﹤0.01%
130,406
+59,935
4079
$880K ﹤0.01%
16,484
-11,775
4080
$880K ﹤0.01%
68,199
+10,983
4081
$879K ﹤0.01%
22,069
+13,176
4082
$878K ﹤0.01%
+4,833
4083
$878K ﹤0.01%
61,591
-17,894
4084
$878K ﹤0.01%
32,324
-30,179
4085
$875K ﹤0.01%
5,656
-224
4086
$875K ﹤0.01%
34,777
+280
4087
$874K ﹤0.01%
32,285
-8,653
4088
$873K ﹤0.01%
77,520
-2,110
4089
$872K ﹤0.01%
244,473
-53,590
4090
$872K ﹤0.01%
190,211
+43,503
4091
$870K ﹤0.01%
73,039
-1,088
4092
$868K ﹤0.01%
69,942
+17,366
4093
$867K ﹤0.01%
40,986
-47,088
4094
$866K ﹤0.01%
78,065
+54,353
4095
$866K ﹤0.01%
34,102
+8,871
4096
$865K ﹤0.01%
107,321
+67,752
4097
$864K ﹤0.01%
68,911
-19,477
4098
$863K ﹤0.01%
24,729
+2,962
4099
$863K ﹤0.01%
52,099
-50,358
4100
$863K ﹤0.01%
17,172
-15,065
162 163
164
165 166