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
4226
$743K ﹤0.01%
50,741
-14,412
4227
$742K ﹤0.01%
30,558
-497
4228
$742K ﹤0.01%
52,251
-68,889
4229
$741K ﹤0.01%
6,020
+873
4230
$741K ﹤0.01%
22,438
+16,333
4231
$738K ﹤0.01%
34,830
+10,102
4232
$737K ﹤0.01%
37,282
-12,827
4233
$737K ﹤0.01%
90,938
+36,582
4234
$736K ﹤0.01%
14,150
+12,332
4235
$736K ﹤0.01%
49,691
-9,871
4236
$736K ﹤0.01%
20,783
+646
4237
$735K ﹤0.01%
39,122
-18,190
4238
$735K ﹤0.01%
62,634
-41,985
4239
$735K ﹤0.01%
133,621
+15,659
4240
$735K ﹤0.01%
5,975
-1,727
4241
$733K ﹤0.01%
45,796
-6,358
4242
$733K ﹤0.01%
8,069
+632
4243
$731K ﹤0.01%
11,979
+4,530
4244
$730K ﹤0.01%
47,914
+7,699
4245
$729K ﹤0.01%
13,154
+3,997
4246
$727K ﹤0.01%
29,986
-59,064
4247
$727K ﹤0.01%
48,565
-5,459
4248
$726K ﹤0.01%
56,109
-16,783
4249
$725K ﹤0.01%
53,229
-11,681
4250
$722K ﹤0.01%
44,847
+9,847
168 169
170
171 172