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
4176
$793K ﹤0.01%
30,830
-60,622
4177
$792K ﹤0.01%
12,190
+1,631
4178
$792K ﹤0.01%
40,852
+19,000
4179
$791K ﹤0.01%
27,981
-100,276
4180
$791K ﹤0.01%
69,609
+44,930
4181
$789K ﹤0.01%
22,422
-740
4182
$787K ﹤0.01%
50,173
+15,385
4183
$787K ﹤0.01%
+40,268
4184
$786K ﹤0.01%
52,891
+37,476
4185
$785K ﹤0.01%
38,710
+4,523
4186
$785K ﹤0.01%
63,451
+52,748
4187
$783K ﹤0.01%
15,279
-908
4188
$782K ﹤0.01%
+68,079
4189
$781K ﹤0.01%
54,649
+20,437
4190
$780K ﹤0.01%
4,205
-275
4191
$778K ﹤0.01%
74,399
-43,809
4192
$777K ﹤0.01%
98,720
+44,283
4193
$775K ﹤0.01%
84,800
+15,206
4194
$774K ﹤0.01%
43,816
+19,765
4195
$773K ﹤0.01%
661,089
-29,115
4196
$771K ﹤0.01%
192,415
+39,972
4197
$771K ﹤0.01%
157,667
+119,398
4198
$769K ﹤0.01%
52,989
+32,959
4199
$768K ﹤0.01%
30,282
+2,758
4200
$768K ﹤0.01%
30,312
+11,004
166 167
168
169 170