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
4251
$722K ﹤0.01%
38,620
+25,418
4252
$722K ﹤0.01%
82,939
+76,272
4253
$721K ﹤0.01%
14,343
+2,682
4254
$716K ﹤0.01%
125,819
+1,390
4255
$715K ﹤0.01%
41,880
+22,011
4256
$715K ﹤0.01%
11,777
-5,675
4257
$711K ﹤0.01%
35,984
+3,426
4258
$711K ﹤0.01%
36,020
-2,025
4259
$711K ﹤0.01%
50,469
+9,783
4260
$710K ﹤0.01%
97,516
+1,960
4261
$710K ﹤0.01%
33,957
+14,453
4262
$708K ﹤0.01%
75,383
+49,188
4263
$706K ﹤0.01%
41,540
-13,409
4264
$705K ﹤0.01%
28,905
-4,724
4265
$704K ﹤0.01%
54,165
+26,423
4266
$702K ﹤0.01%
41,223
-17,100
4267
$701K ﹤0.01%
27,102
+25,777
4268
$700K ﹤0.01%
2,197
+925
4269
$697K ﹤0.01%
16,336
-19,631
4270
$696K ﹤0.01%
25,303
-5,669
4271
$695K ﹤0.01%
2,130
-1,074
4272
$692K ﹤0.01%
21,331
-16,950
4273
$692K ﹤0.01%
63,838
+24,718
4274
$691K ﹤0.01%
10,186
-11,636
4275
$690K ﹤0.01%
75,320
+33,470
169 170
171
172 173