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
4101
$862K ﹤0.01%
64,275
-18,553
4102
$862K ﹤0.01%
15,228
+5,099
4103
$861K ﹤0.01%
39,276
+10,022
4104
$860K ﹤0.01%
27,449
-863
4105
$860K ﹤0.01%
238,958
-28,745
4106
$859K ﹤0.01%
37,039
+24,239
4107
$858K ﹤0.01%
54,648
+5,801
4108
$857K ﹤0.01%
22,276
+3,019
4109
$857K ﹤0.01%
68,206
-37,808
4110
$856K ﹤0.01%
40,816
-33,959
4111
$855K ﹤0.01%
140,572
-172,146
4112
$853K ﹤0.01%
177,301
+94,739
4113
$852K ﹤0.01%
29,625
+7,569
4114
$850K ﹤0.01%
49,870
+17,006
4115
$850K ﹤0.01%
336,800
+237,500
4116
$849K ﹤0.01%
129,654
+487
4117
$849K ﹤0.01%
111,932
+11,609
4118
$849K ﹤0.01%
25,470
+18,960
4119
$849K ﹤0.01%
25,542
-7,952
4120
$849K ﹤0.01%
55,475
+6,183
4121
$846K ﹤0.01%
83,894
-79,523
4122
$845K ﹤0.01%
9,250
-7,444
4123
$844K ﹤0.01%
115,933
+57,874
4124
$843K ﹤0.01%
27,379
-55,408
4125
$843K ﹤0.01%
65,995
+12,054
163 164
165
166 167