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
4126
$842K ﹤0.01%
11,790
+3,557
4127
$840K ﹤0.01%
+49,816
4128
$839K ﹤0.01%
40,284
+6,134
4129
$839K ﹤0.01%
42,662
+21,819
4130
$837K ﹤0.01%
11,734
+19
4131
$836K ﹤0.01%
17,037
+967
4132
$835K ﹤0.01%
387,035
+35,897
4133
$834K ﹤0.01%
31,502
-23,995
4134
$833K ﹤0.01%
76,329
+4,148
4135
$832K ﹤0.01%
151,227
-126,663
4136
$832K ﹤0.01%
72,055
+8,679
4137
$831K ﹤0.01%
56,866
+9,280
4138
$831K ﹤0.01%
12,269
+4,780
4139
$831K ﹤0.01%
57,962
+7,563
4140
$831K ﹤0.01%
57,662
+48,987
4141
$830K ﹤0.01%
22,186
-107,471
4142
$824K ﹤0.01%
92,999
-5,894
4143
$822K ﹤0.01%
84,232
+39,246
4144
$822K ﹤0.01%
43,735
+12,274
4145
$821K ﹤0.01%
35,126
+2,859
4146
$820K ﹤0.01%
+40,636
4147
$818K ﹤0.01%
132,039
+68,145
4148
$818K ﹤0.01%
18,558
+6,839
4149
$818K ﹤0.01%
26,990
-21,939
4150
$817K ﹤0.01%
64,279
-29,531
164 165
166
167 168