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
4151
$817K ﹤0.01%
31,805
-7,038
4152
$816K ﹤0.01%
114,635
-117,591
4153
$816K ﹤0.01%
233,782
-630,665
4154
$814K ﹤0.01%
26,052
+3,700
4155
$814K ﹤0.01%
35,734
+5,752
4156
$814K ﹤0.01%
72,000
-2,498
4157
$814K ﹤0.01%
369,626
+35,635
4158
$814K ﹤0.01%
29,295
-69,192
4159
$813K ﹤0.01%
27,191
-249
4160
$810K ﹤0.01%
65,405
-14,151
4161
$809K ﹤0.01%
14,269
+1,293
4162
$809K ﹤0.01%
268,539
-65,141
4163
$807K ﹤0.01%
29,361
-1,378
4164
$806K ﹤0.01%
+69,160
4165
$806K ﹤0.01%
+46,449
4166
$806K ﹤0.01%
68,244
+6,672
4167
$806K ﹤0.01%
326,496
+7,865
4168
$805K ﹤0.01%
84,183
-5,541
4169
$804K ﹤0.01%
54,762
-433
4170
$803K ﹤0.01%
39,434
-16,596
4171
$803K ﹤0.01%
24,878
+14,035
4172
$800K ﹤0.01%
58,422
+16,478
4173
$799K ﹤0.01%
19,924
+4,707
4174
$798K ﹤0.01%
60,127
-84,229
4175
$796K ﹤0.01%
18,887
-292,171
165 166
167
168 169