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
4301
$669K ﹤0.01%
39,060
-54,751
4302
$668K ﹤0.01%
70,535
-93,478
4303
$667K ﹤0.01%
218,773
-20,871
4304
$667K ﹤0.01%
10,331
-2,062
4305
$667K ﹤0.01%
138,967
-17,684
4306
$667K ﹤0.01%
1,332
-375
4307
$667K ﹤0.01%
13,101
-4,050
4308
$666K ﹤0.01%
34,960
+12,075
4309
$663K ﹤0.01%
47,710
-18,451
4310
$661K ﹤0.01%
24,542
-10,424
4311
$660K ﹤0.01%
55,144
-14,674
4312
$659K ﹤0.01%
20,304
-807
4313
$659K ﹤0.01%
38,543
-1,487
4314
$656K ﹤0.01%
60,527
-13,766
4315
$656K ﹤0.01%
8,981
+3,064
4316
$653K ﹤0.01%
28,893
+7,289
4317
$653K ﹤0.01%
70,814
-6,295
4318
$651K ﹤0.01%
38,930
+2,215
4319
$651K ﹤0.01%
13,363
+2,273
4320
$651K ﹤0.01%
106,953
-2,651
4321
$651K ﹤0.01%
44,586
+7,244
4322
$650K ﹤0.01%
52,669
-336
4323
$648K ﹤0.01%
360,243
+125,616
4324
$644K ﹤0.01%
29,948
-437
4325
$643K ﹤0.01%
2,900
+874
171 172
173
174 175